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 | $727,398 | $118,680+512.9% | $98,907+635.4% | $158,922+357.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 8.05% | 372.35%-364.3pp | 196.43%-188.4pp | 302.83%-294.8pp |
| Employer contribution / active EE | $34,013 | $3,333+920.5% | $2,689+1164.9% | $4,761+614.4% |
| Participant deferral / active EE | $2,504 | $5,088-50.8% | $4,244-41.0% | $5,982-58.1% |
| Admin fee / account holder | $13 | $10,131-99.9% | $6,642-99.8% | $11,246-99.9% |