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 | $292,496 | $198,466+47.4% | $170,442+71.6% | $147,584+98.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.50% | 257.29%-240.8pp | 205.93%-189.4pp | 578.55%-562.0pp |
| Employer contribution / active EE | $8,198 | $6,184+32.6% | $5,433+50.9% | $4,876+68.1% |
| Participant deferral / active EE | $7,161 | $5,629+27.2% | $4,939+45.0% | $5,439+31.7% |
| Admin fee / account holder | $36 | $16,852-99.8% | $13,880-99.7% | $10,885-99.7% |