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 | $264,974 | $185,822+42.6% | $169,993+55.9% | $139,434+90.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.39% | 60.50%-43.1pp | 53.37%-36.0pp | 372.94%-355.5pp |
| Employer contribution / active EE | $13,889 | $7,590+83.0% | $6,785+104.7% | $4,751+192.3% |
| Participant deferral / active EE | $10,400 | $11,622-10.5% | $10,408-0.1% | $6,710+55.0% |
| Admin fee / account holder | $7 | $15,381-100.0% | $12,815-99.9% | $11,403-99.9% |