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 | $269,114 | $150,187+79.2% | $120,354+123.6% | $145,922+84.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 10.76% | 154.07%-143.3pp | 107.15%-96.4pp | 561.29%-550.5pp |
| Employer contribution / active EE | $1,219 | $4,348-72.0% | $3,463-64.8% | $4,660-73.8% |
| Participant deferral / active EE | $6,000 | $6,173-2.8% | $4,991+20.2% | $6,688-10.3% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |