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 | $259,510 | $126,574+105.0% | $106,213+144.3% | $145,922+77.8% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.97% | 224.79%-211.8pp | 116.14%-103.2pp | 561.29%-548.3pp |
| Employer contribution / active EE | $7,601 | $3,730+103.7% | $3,171+139.7% | $4,660+63.1% |
| Participant deferral / active EE | $4,541 | $5,724-20.7% | $5,016-9.5% | $6,688-32.1% |
| Admin fee / account holder | $23 | $17,304-99.9% | $11,033-99.8% | $13,397-99.8% |