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 | $467,513 | $165,335+182.8% | $149,696+212.3% | $158,922+194.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.06% | 348.15%-332.1pp | 276.60%-260.5pp | 302.83%-286.8pp |
| Employer contribution / active EE | $17,758 | $5,103+248.0% | $4,644+282.4% | $4,761+273.0% |
| Participant deferral / active EE | $13,075 | $7,181+82.1% | $6,842+91.1% | $5,982+118.6% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |