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 | $807,678 | $127,777+532.1% | $106,548+658.0% | $167,490+382.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 15.61% | 33.87%-18.3pp | 26.80%-11.2pp | 478.56%-462.9pp |
| Employer contribution / active EE | $36,818 | $3,427+974.5% | $2,819+1206.1% | $4,837+661.1% |
| Participant deferral / active EE | $3,323 | $5,087-34.7% | $4,398-24.4% | $6,341-47.6% |
| Admin fee / account holder | $0 | $11,228-100.0% | $7,407-100.0% | $12,309-100.0% |