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 | $430,317 | $109,817+291.9% | $98,442+337.1% | $167,490+156.9% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 10.24% | 1956.69%-1946.5pp | 1492.73%-1482.5pp | 478.56%-468.3pp |
| Employer contribution / active EE | $7,594 | $3,224+135.5% | $2,960+156.6% | $4,837+57.0% |
| Participant deferral / active EE | $5,411 | $4,673+15.8% | $4,276+26.5% | $6,341-14.7% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |