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 | $269,979 | $176,056+53.3% | $159,436+69.3% | $167,490+61.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.69% | 331.75%-319.1pp | 263.57%-250.9pp | 478.56%-465.9pp |
| Employer contribution / active EE | $2,763 | $5,297-47.8% | $4,829-42.8% | $4,837-42.9% |
| Participant deferral / active EE | $10,626 | $7,750+37.1% | $7,352+44.5% | $6,341+67.6% |
| Admin fee / account holder | $174 | $12,554-98.6% | $10,799-98.4% | $12,309-98.6% |