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 | $349,892 | $88,751+294.2% | $81,812+327.7% | $145,922+139.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 23.74% | 1025.40%-1001.7pp | 773.79%-750.0pp | 561.29%-537.5pp |
| Employer contribution / active EE | $2,541 | $3,083-17.6% | $2,912-12.7% | $4,660-45.5% |
| Participant deferral / active EE | $5,082 | $4,643+9.5% | $4,319+17.7% | $6,688-24.0% |
| Admin fee / account holder | $214 | $8,415-97.5% | $7,386-97.1% | $13,397-98.4% |