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 | $358,956 | $209,411+71.4% | $178,490+101.1% | $158,922+125.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.60% | 188.75%-170.2pp | 151.07%-132.5pp | 302.83%-284.2pp |
| Employer contribution / active EE | $9,521 | $5,706+66.8% | $5,011+90.0% | $4,761+100.0% |
| Participant deferral / active EE | $6,467 | $5,954+8.6% | $5,202+24.3% | $5,982+8.1% |
| Admin fee / account holder | $94 | $17,074-99.4% | $13,984-99.3% | $11,246-99.2% |