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 | $426,263 | $209,411+103.6% | $178,490+138.8% | $158,922+168.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.20% | 188.75%-178.6pp | 151.07%-140.9pp | 302.83%-292.6pp |
| Employer contribution / active EE | $17,942 | $5,706+214.4% | $5,011+258.1% | $4,761+276.8% |
| Participant deferral / active EE | $15,941 | $5,954+167.7% | $5,202+206.5% | $5,982+166.5% |
| Admin fee / account holder | $129 | $17,074-99.2% | $13,984-99.1% | $11,246-98.9% |