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 | $541,730 | $109,327+395.5% | $89,391+506.0% | $158,922+240.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 15.01% | 345.68%-330.7pp | 245.62%-230.6pp | 302.83%-287.8pp |
| Employer contribution / active EE | $11,562 | $3,170+264.8% | $2,586+347.2% | $4,761+142.8% |
| Participant deferral / active EE | $12,650 | $4,598+175.1% | $3,890+225.2% | $5,982+111.5% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |