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 | $338,441 | $83,337+306.1% | $67,834+398.9% | $273,961+23.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 16.91% | 259.45%-242.5pp | 138.47%-121.6pp | 41.45%-24.5pp |
| Employer contribution / active EE | $12,346 | $3,287+275.6% | $2,403+413.7% | $4,869+153.6% |
| Participant deferral / active EE | $0 | $4,088-100.0% | $3,160-100.0% | $5,287-100.0% |
| Admin fee / account holder | $50 | $6,752-99.3% | $4,622-98.9% | $10,132-99.5% |