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 | $316,114 | $183,519+72.3% | $155,509+103.3% | $145,922+116.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.73% | 61.17%-45.4pp | 64.67%-48.9pp | 561.29%-545.6pp |
| Employer contribution / active EE | $5,743 | $5,313+8.1% | $4,672+22.9% | $4,660+23.3% |
| Participant deferral / active EE | $17,175 | $6,462+165.8% | $5,626+205.3% | $6,688+156.8% |
| Admin fee / account holder | $293 | $19,313-98.5% | $15,912-98.2% | $13,397-97.8% |