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 | $401,639 | $179,726+123.5% | $156,263+157.0% | $142,382+182.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 12.98% | 77.86%-64.9pp | 59.47%-46.5pp | 217.08%-204.1pp |
| Employer contribution / active EE | $9,012 | $5,069+77.8% | $4,333+108.0% | $4,299+109.6% |
| Participant deferral / active EE | $6,000 | $6,956-13.7% | $6,158-2.6% | $6,507-7.8% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |