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 | $354,075 | $198,466+78.4% | $170,442+107.7% | $147,584+139.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.02% | 257.29%-241.3pp | 205.93%-189.9pp | 578.55%-562.5pp |
| Employer contribution / active EE | $8,566 | $6,184+38.5% | $5,433+57.7% | $4,876+75.7% |
| Participant deferral / active EE | $11,424 | $5,629+102.9% | $4,939+131.3% | $5,439+110.0% |
| Admin fee / account holder | $125 | $16,852-99.3% | $13,880-99.1% | $10,885-98.9% |