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 | $461,302 | $165,912+178.0% | $122,332+277.1% | $147,584+212.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 14.60% | 34.55%-19.9pp | 30.27%-15.7pp | 578.55%-563.9pp |
| Employer contribution / active EE | $6,767 | $5,754+17.6% | $4,050+67.1% | $4,876+38.8% |
| Participant deferral / active EE | $8,000 | $4,005+99.7% | $3,287+143.4% | $5,439+47.1% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |