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 | $287,521 | $99,020+190.4% | $86,590+232.0% | $147,584+94.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.65% | 1312.34%-1298.7pp | 964.84%-951.2pp | 578.55%-564.9pp |
| Employer contribution / active EE | $7,044 | $3,132+124.9% | $2,839+148.1% | $4,876+44.5% |
| Participant deferral / active EE | $12,924 | $3,972+225.4% | $3,609+258.1% | $5,439+137.6% |
| Admin fee / account holder | $68 | $5,710-98.8% | $4,906-98.6% | $10,885-99.4% |