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 | $310,258 | $70,756+338.5% | $65,493+373.7% | $142,382+117.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 21.46% | 1754.89%-1733.4pp | 982.45%-961.0pp | 217.08%-195.6pp |
| Employer contribution / active EE | $6,482 | $2,881+125.0% | $2,574+151.8% | $4,299+50.8% |
| Participant deferral / active EE | $16,726 | $4,637+260.7% | $3,961+322.3% | $6,507+157.0% |
| Admin fee / account holder | $16 | $6,559-99.8% | $5,028-99.7% | $12,624-99.9% |