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 | $347,744 | $90,348+284.9% | $75,972+357.7% | $145,922+138.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.35% | 620.88%-606.5pp | 359.55%-345.2pp | 561.29%-546.9pp |
| Employer contribution / active EE | $11,497 | $3,311+247.2% | $2,685+328.2% | $4,660+146.7% |
| Participant deferral / active EE | $6,018 | $5,162+16.6% | $4,255+41.4% | $6,688-10.0% |
| Admin fee / account holder | $217 | $8,467-97.4% | $6,467-96.6% | $13,397-98.4% |