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 | $541,744 | $176,056+207.7% | $159,436+239.8% | $167,490+223.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.95% | 331.75%-319.8pp | 263.57%-251.6pp | 478.56%-466.6pp |
| Employer contribution / active EE | $22,811 | $5,297+330.6% | $4,829+372.3% | $4,837+371.5% |
| Participant deferral / active EE | $18,316 | $7,750+136.3% | $7,352+149.1% | $6,341+188.8% |
| Admin fee / account holder | $159 | $12,554-98.7% | $10,799-98.5% | $12,309-98.7% |