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 | $672,087 | $104,974+540.2% | $95,585+603.1% | $142,382+372.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 12.26% | 210.33%-198.1pp | 38.56%-26.3pp | 217.08%-204.8pp |
| Employer contribution / active EE | $21,952 | $2,779+690.1% | $2,527+768.9% | $4,299+410.6% |
| Participant deferral / active EE | $19,836 | $4,352+355.8% | $4,023+393.1% | $6,507+204.8% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |