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 | $254,186 | $112,881+125.2% | $90,951+179.5% | $158,922+59.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 21.04% | 215.79%-194.8pp | 134.60%-113.6pp | 302.83%-281.8pp |
| Employer contribution / active EE | $4,924 | $2,893+70.2% | $2,122+132.0% | $4,761+3.4% |
| Participant deferral / active EE | $10,638 | $4,128+157.7% | $3,373+215.4% | $5,982+77.8% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |