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 | $318,210 | $177,572+79.2% | $154,803+105.6% | $142,382+123.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.40% | 65.07%-46.7pp | 58.88%-40.5pp | 217.08%-198.7pp |
| Employer contribution / active EE | $12,346 | $4,810+156.6% | $4,305+186.7% | $4,299+187.2% |
| Participant deferral / active EE | $10,980 | $6,272+75.1% | $5,540+98.2% | $6,507+68.7% |
| Admin fee / account holder | $132 | $16,786-99.2% | $14,329-99.1% | $12,624-99.0% |