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 | $317,805 | $109,817+189.4% | $98,442+222.8% | $167,490+89.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.31% | 1956.69%-1943.4pp | 1492.73%-1479.4pp | 478.56%-465.2pp |
| Employer contribution / active EE | $22,875 | $3,224+609.5% | $2,960+672.9% | $4,837+372.9% |
| Participant deferral / active EE | $21,125 | $4,673+352.0% | $4,276+394.0% | $6,341+233.1% |
| Admin fee / account holder | $273 | $6,753-96.0% | $5,949-95.4% | $12,309-97.8% |