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 | $260,750 | $176,056+48.1% | $159,436+63.5% | $167,490+55.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.98% | 331.75%-320.8pp | 263.57%-252.6pp | 478.56%-467.6pp |
| Employer contribution / active EE | $9,685 | $5,297+82.8% | $4,829+100.5% | $4,837+100.2% |
| Participant deferral / active EE | $11,929 | $7,750+53.9% | $7,352+62.2% | $6,341+88.1% |
| Admin fee / account holder | $131 | $12,554-99.0% | $10,799-98.8% | $12,309-98.9% |