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 | $456,062 | $101,618+348.8% | $93,063+390.1% | $137,256+232.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 13.75% | 223.95%-210.2pp | 34.15%-20.4pp | 220.34%-206.6pp |
| Employer contribution / active EE | $2,200 | $2,707-18.7% | $2,476-11.2% | $4,156-47.1% |
| Participant deferral / active EE | $31,000 | $4,279+624.4% | $3,958+683.2% | $6,407+383.9% |
| Admin fee / account holder | $3 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |