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 | $434,962 | $165,335+163.1% | $149,696+190.6% | $158,922+173.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.54% | 348.15%-336.6pp | 276.60%-265.1pp | 302.83%-291.3pp |
| Employer contribution / active EE | $14,823 | $5,103+190.5% | $4,644+219.2% | $4,761+211.3% |
| Participant deferral / active EE | $9,952 | $7,181+38.6% | $6,842+45.5% | $5,982+66.4% |
| Admin fee / account holder | $43 | $10,807-99.6% | $9,309-99.5% | $11,246-99.6% |