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 | $313,098 | $114,381+173.7% | $107,525+191.2% | $142,382+119.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 23.32% | 242.71%-219.4pp | 181.32%-158.0pp | 217.08%-193.8pp |
| Employer contribution / active EE | $7,674 | $4,015+91.1% | $3,754+104.4% | $4,299+78.5% |
| Participant deferral / active EE | $14,400 | $5,564+158.8% | $5,116+181.5% | $6,507+121.3% |
| Admin fee / account holder | $24 | $9,860-99.8% | $8,919-99.7% | $12,624-99.8% |