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 | $456,263 | $165,335+176.0% | $149,696+204.8% | $158,922+187.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.12% | 348.15%-326.0pp | 276.60%-254.5pp | 302.83%-280.7pp |
| Employer contribution / active EE | $31,114 | $5,103+509.7% | $4,644+569.9% | $4,761+553.5% |
| Participant deferral / active EE | $17,956 | $7,181+150.0% | $6,842+162.4% | $5,982+200.2% |
| Admin fee / account holder | $102 | $10,807-99.1% | $9,309-98.9% | $11,246-99.1% |