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 | $316,205 | $155,788+103.0% | $124,672+153.6% | $167,490+88.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 17.83% | 17.97%-0.1pp | 5142.93%-5125.1pp | 478.56%-460.7pp |
| Employer contribution / active EE | $1,224 | $4,163-70.6% | $3,324-63.2% | $4,837-74.7% |
| Participant deferral / active EE | $7,715 | $5,673+36.0% | $4,614+67.2% | $6,341+21.7% |
| Admin fee / account holder | $0 | $9,531-100.0% | $7,493-100.0% | $12,309-100.0% |