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 | $289,922 | $209,411+38.4% | $178,490+62.4% | $158,922+82.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.26% | 188.75%-177.5pp | 151.07%-139.8pp | 302.83%-291.6pp |
| Employer contribution / active EE | $15,659 | $5,706+174.4% | $5,011+212.5% | $4,761+228.9% |
| Participant deferral / active EE | $7,333 | $5,954+23.2% | $5,202+41.0% | $5,982+22.6% |
| Admin fee / account holder | $257 | $17,074-98.5% | $13,984-98.2% | $11,246-97.7% |