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 | $294,406 | $111,724+163.5% | $93,606+214.5% | $145,922+101.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.37% | 202.98%-190.6pp | 133.20%-120.8pp | 561.29%-548.9pp |
| Employer contribution / active EE | $3,414 | $3,090+10.5% | $2,420+41.1% | $4,660-26.7% |
| Participant deferral / active EE | $11,627 | $4,912+136.7% | $4,411+163.6% | $6,688+73.9% |
| Admin fee / account holder | $168 | $10,250-98.4% | $8,285-98.0% | $13,397-98.7% |