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 | $263,129 | $175,202+50.2% | $149,673+75.8% | $139,434+88.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.39% | 166.71%-143.3pp | 134.42%-111.0pp | 372.94%-349.6pp |
| Employer contribution / active EE | $5,143 | $5,474-6.1% | $4,818+6.8% | $4,751+8.3% |
| Participant deferral / active EE | $10,262 | $6,519+57.4% | $5,680+80.7% | $6,710+52.9% |
| Admin fee / account holder | $151 | $16,150-99.1% | $13,210-98.9% | $11,403-98.7% |