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 | $341,018 | $162,781+109.5% | $133,956+154.6% | $158,922+114.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.10% | 41.94%-24.8pp | 45.09%-28.0pp | 302.83%-285.7pp |
| Employer contribution / active EE | $26,199 | $4,975+426.6% | $3,919+568.6% | $4,761+450.3% |
| Participant deferral / active EE | $15,849 | $5,911+168.1% | $5,048+214.0% | $5,982+164.9% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |