See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,450 | $148,534+70.0% | $135,903+85.8% | $139,434+81.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.86% | 79.19%-63.3pp | 68.23%-52.4pp | 372.94%-357.1pp |
| Employer contribution / active EE | $7,617 | $5,243+45.3% | $4,856+56.8% | $4,751+60.3% |
| Participant deferral / active EE | $10,825 | $8,100+33.6% | $7,758+39.5% | $6,710+61.3% |
| Admin fee / account holder | $172 | $12,400-98.6% | $10,762-98.4% | $11,403-98.5% |