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 | $485,479 | $109,327+344.1% | $89,391+443.1% | $158,922+205.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 13.50% | 345.68%-332.2pp | 245.62%-232.1pp | 302.83%-289.3pp |
| Employer contribution / active EE | $48,333 | $3,170+1424.9% | $2,586+1769.4% | $4,761+915.2% |
| Participant deferral / active EE | $13,000 | $4,598+182.7% | $3,890+234.2% | $5,982+117.3% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |