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 | $285,345 | $99,079+188.0% | $77,999+265.8% | $273,961+4.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 7.66% | 217.93%-210.3pp | 425.96%-418.3pp | 41.45%-33.8pp |
| Employer contribution / active EE | $6,997 | $3,308+111.5% | $2,470+183.3% | $4,869+43.7% |
| Participant deferral / active EE | $8,675 | $4,306+101.4% | $3,497+148.1% | $5,287+64.1% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |