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 | $451,647 | $102,966+338.6% | $90,281+400.3% | $152,861+195.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 17.15% | 95.16%-78.0pp | 78.10%-60.9pp | 345.32%-328.2pp |
| Employer contribution / active EE | $18,227 | $3,139+480.7% | $2,854+538.5% | $4,762+282.7% |
| Participant deferral / active EE | $10,720 | $4,281+150.4% | $3,885+175.9% | $5,850+83.2% |
| Admin fee / account holder | $1 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |