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 | $321,552 | $100,852+218.8% | $90,404+255.7% | $158,922+102.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 27.19% | 1724.20%-1697.0pp | 1293.02%-1265.8pp | 302.83%-275.6pp |
| Employer contribution / active EE | $12,968 | $3,689+251.6% | $3,262+297.6% | $4,761+172.4% |
| Participant deferral / active EE | $26,000 | $4,348+498.0% | $3,963+556.0% | $5,982+334.6% |
| Admin fee / account holder | $33 | $6,501-99.5% | $5,611-99.4% | $11,246-99.7% |