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 | $331,064 | $156,846+111.1% | $121,098+173.4% | $139,434+137.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 14.10% | 1474.56%-1460.5pp | 985.75%-971.6pp | 372.94%-358.8pp |
| Employer contribution / active EE | $3,425 | $5,536-38.1% | $4,164-17.7% | $4,751-27.9% |
| Participant deferral / active EE | $6,851 | $4,844+41.4% | $4,080+67.9% | $6,710+2.1% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |