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 | $262,410 | $197,591+32.8% | $177,821+47.6% | $158,922+65.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 24.38% | 58.76%-34.4pp | 48.32%-23.9pp | 302.83%-278.4pp |
| Employer contribution / active EE | $21,695 | $6,697+223.9% | $5,918+266.6% | $4,761+355.7% |
| Participant deferral / active EE | $13,108 | $8,405+56.0% | $7,714+69.9% | $5,982+119.1% |
| Admin fee / account holder | $221 | $15,399-98.6% | $12,427-98.2% | $11,246-98.0% |