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 | $387,969 | $97,757+296.9% | $83,848+362.7% | $135,375+186.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 7.81% | 1287.37%-1279.6pp | 850.88%-843.1pp | 519.73%-511.9pp |
| Employer contribution / active EE | $26,305 | $4,222+523.1% | $3,631+624.5% | $4,779+450.4% |
| Participant deferral / active EE | $17,298 | $4,682+269.4% | $4,082+323.8% | $5,609+208.4% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |