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 | $277,986 | $97,125+186.2% | $86,233+222.4% | $137,256+102.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 13.40% | 74.19%-60.8pp | 61.39%-48.0pp | 220.34%-206.9pp |
| Employer contribution / active EE | $6,030 | $2,841+112.2% | $2,504+140.8% | $4,156+45.1% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,559-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |