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 | $304,552 | $202,432+50.4% | $169,368+79.8% | $139,434+118.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.94% | 531.74%-520.8pp | 405.60%-394.7pp | 372.94%-362.0pp |
| Employer contribution / active EE | $5,961 | $4,692+27.0% | $4,013+48.5% | $4,751+25.5% |
| Participant deferral / active EE | $26,334 | $6,938+279.6% | $6,221+323.3% | $6,710+292.4% |
| Admin fee / account holder | $17 | $10,708-99.8% | $9,003-99.8% | $11,403-99.9% |