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 | $360,899 | $96,635+273.5% | $86,612+316.7% | $139,434+158.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.23% | 106.41%-90.2pp | 591.07%-574.8pp | 372.94%-356.7pp |
| Employer contribution / active EE | $3,752 | $3,263+15.0% | $3,022+24.1% | $4,751-21.0% |
| Participant deferral / active EE | $21,682 | $4,836+348.4% | $4,438+388.6% | $6,710+223.1% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |