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 | $373,068 | $90,348+312.9% | $75,972+391.1% | $145,922+155.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 12.11% | 620.88%-608.8pp | 359.55%-347.4pp | 561.29%-549.2pp |
| Employer contribution / active EE | $16,168 | $3,311+388.3% | $2,685+502.2% | $4,660+247.0% |
| Participant deferral / active EE | $4,704 | $5,162-8.9% | $4,255+10.5% | $6,688-29.7% |
| Admin fee / account holder | $0 | $8,467-100.0% | $6,467-100.0% | $13,397-100.0% |