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 | $634,335 | $227,553+178.8% | $189,557+234.6% | $167,490+278.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 19.22% | 78.40%-59.2pp | 64.17%-44.9pp | 478.56%-459.3pp |
| Employer contribution / active EE | $24,943 | $5,316+369.2% | $4,412+465.3% | $4,837+415.6% |
| Participant deferral / active EE | $13,780 | $7,002+96.8% | $6,174+123.2% | $6,341+117.3% |
| Admin fee / account holder | $5 | $11,878-100.0% | $9,807-99.9% | $12,309-100.0% |