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 | $406,868 | $90,348+350.3% | $75,972+435.5% | $145,922+178.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 12.02% | 620.88%-608.9pp | 359.55%-347.5pp | 561.29%-549.3pp |
| Employer contribution / active EE | $3,404 | $3,311+2.8% | $2,685+26.8% | $4,660-26.9% |
| Participant deferral / active EE | $12,200 | $5,162+136.4% | $4,255+186.7% | $6,688+82.4% |
| Admin fee / account holder | $43 | $8,467-99.5% | $6,467-99.3% | $13,397-99.7% |