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 | $414,479 | $118,680+249.2% | $98,907+319.1% | $158,922+160.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 39.13% | 372.35%-333.2pp | 196.43%-157.3pp | 302.83%-263.7pp |
| Employer contribution / active EE | $2,185 | $3,333-34.4% | $2,689-18.7% | $4,761-54.1% |
| Participant deferral / active EE | $11,058 | $5,088+117.3% | $4,244+160.5% | $5,982+84.9% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |