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 | $269,571 | $104,907+157.0% | $84,611+218.6% | $152,861+76.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 28.80% | 373.79%-345.0pp | 258.74%-229.9pp | 345.32%-316.5pp |
| Employer contribution / active EE | $3,982 | $3,302+20.6% | $2,652+50.1% | $4,762-16.4% |
| Participant deferral / active EE | $3,653 | $4,688-22.1% | $3,899-6.3% | $5,850-37.6% |
| Admin fee / account holder | $1 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |