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 | $514,275 | $175,202+193.5% | $149,673+243.6% | $139,434+268.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 28.47% | 166.71%-138.2pp | 134.42%-105.9pp | 372.94%-344.5pp |
| Employer contribution / active EE | $3,610 | $5,474-34.1% | $4,818-25.1% | $4,751-24.0% |
| Participant deferral / active EE | $4,179 | $6,519-35.9% | $5,680-26.4% | $6,710-37.7% |
| Admin fee / account holder | $237 | $16,150-98.5% | $13,210-98.2% | $11,403-97.9% |