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 | $414,487 | $156,846+164.3% | $121,098+242.3% | $139,434+197.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 20.98% | 1474.56%-1453.6pp | 985.75%-964.8pp | 372.94%-352.0pp |
| Employer contribution / active EE | $7,063 | $5,536+27.6% | $4,164+69.6% | $4,751+48.7% |
| Participant deferral / active EE | $14,127 | $4,844+191.6% | $4,080+246.3% | $6,710+110.5% |
| Admin fee / account holder | $4 | $6,946-99.9% | $5,644-99.9% | $11,403-100.0% |