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 | $384,245 | $209,411+83.5% | $178,490+115.3% | $158,922+141.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.82% | 188.75%-167.9pp | 151.07%-130.3pp | 302.83%-282.0pp |
| Employer contribution / active EE | $7,671 | $5,706+34.4% | $5,011+53.1% | $4,761+61.1% |
| Participant deferral / active EE | $7,815 | $5,954+31.3% | $5,202+50.2% | $5,982+30.6% |
| Admin fee / account holder | $30 | $17,074-99.8% | $13,984-99.8% | $11,246-99.7% |