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 | $353,259 | $98,240+259.6% | $82,313+329.2% | $147,584+139.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 22.00% | 30.85%-8.9pp | 25.88%-3.9pp | 578.55%-556.5pp |
| Employer contribution / active EE | $18,845 | $3,192+490.4% | $2,428+676.0% | $4,876+286.5% |
| Participant deferral / active EE | $6,965 | $4,383+58.9% | $3,706+87.9% | $5,439+28.1% |
| Admin fee / account holder | $3 | $8,563-100.0% | $5,608-99.9% | $10,885-100.0% |