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 | $429,726 | $209,832+104.8% | $189,513+126.8% | $167,490+156.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.33% | 748.27%-732.9pp | 555.15%-539.8pp | 478.56%-463.2pp |
| Employer contribution / active EE | $3,705 | $6,914-46.4% | $6,162-39.9% | $4,837-23.4% |
| Participant deferral / active EE | $7,565 | $8,935-15.3% | $8,221-8.0% | $6,341+19.3% |
| Admin fee / account holder | $120 | $14,293-99.2% | $12,045-99.0% | $12,309-99.0% |