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 | $447,506 | $108,919+310.9% | $100,391+345.8% | $145,922+206.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.38% | 57.88%-46.5pp | 49.20%-37.8pp | 561.29%-549.9pp |
| Employer contribution / active EE | $15,249 | $4,419+245.1% | $3,942+286.9% | $4,660+227.3% |
| Participant deferral / active EE | $9,046 | $8,445+7.1% | $8,082+11.9% | $6,688+35.3% |
| Admin fee / account holder | $0 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |