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 | $429,350 | $160,055+168.3% | $140,016+206.6% | $135,375+217.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 1.85% | 911.38%-909.5pp | 651.12%-649.3pp | 519.73%-517.9pp |
| Employer contribution / active EE | $20,793 | $6,420+223.9% | $5,606+270.9% | $4,779+335.1% |
| Participant deferral / active EE | $12,803 | $7,642+67.5% | $6,927+84.8% | $5,609+128.3% |
| Admin fee / account holder | $203 | $13,328-98.5% | $10,705-98.1% | $10,827-98.1% |