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 | $333,642 | $74,888+345.5% | $71,209+368.5% | $142,382+134.3% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 18.26% | 345.14%-326.9pp | 282.51%-264.3pp | 217.08%-198.8pp |
| Employer contribution / active EE | $31,042 | $2,854+987.5% | $2,721+1040.8% | $4,299+622.0% |
| Participant deferral / active EE | $17,750 | $4,454+298.5% | $4,175+325.1% | $6,507+172.8% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |