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 | $314,655 | $102,966+205.6% | $90,281+248.5% | $152,861+105.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 15.50% | 95.16%-79.7pp | 78.10%-62.6pp | 345.32%-329.8pp |
| Employer contribution / active EE | $23,658 | $3,139+653.7% | $2,854+728.8% | $4,762+396.8% |
| Participant deferral / active EE | $1,081 | $4,281-74.7% | $3,885-72.2% | $5,850-81.5% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |