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 | $311,876 | $109,817+184.0% | $98,442+216.8% | $167,490+86.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.12% | 1956.69%-1941.6pp | 1492.73%-1477.6pp | 478.56%-463.4pp |
| Employer contribution / active EE | $3,792 | $3,224+17.6% | $2,960+28.1% | $4,837-21.6% |
| Participant deferral / active EE | $10,403 | $4,673+122.6% | $4,276+143.3% | $6,341+64.1% |
| Admin fee / account holder | $159 | $6,753-97.6% | $5,949-97.3% | $12,309-98.7% |