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 | $387,014 | $165,335+134.1% | $149,696+158.5% | $158,922+143.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.14% | 348.15%-335.0pp | 276.60%-263.5pp | 302.83%-289.7pp |
| Employer contribution / active EE | $2,556 | $5,103-49.9% | $4,644-45.0% | $4,761-46.3% |
| Participant deferral / active EE | $8,626 | $7,181+20.1% | $6,842+26.1% | $5,982+44.2% |
| Admin fee / account holder | $14 | $10,807-99.9% | $9,309-99.8% | $11,246-99.9% |