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 | $269,421 | $176,377+52.8% | $134,143+100.8% | $158,922+69.5% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 18.81% | 63.63%-44.8pp | 36.33%-17.5pp | 302.83%-284.0pp |
| Employer contribution / active EE | $7,171 | $5,040+42.3% | $3,704+93.6% | $4,761+50.6% |
| Participant deferral / active EE | $8,431 | $4,091+106.1% | $3,499+141.0% | $5,982+40.9% |
| Admin fee / account holder | $0 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |