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 | $567,028 | $114,381+395.7% | $107,525+427.3% | $142,382+298.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.15% | 242.71%-230.6pp | 181.32%-169.2pp | 217.08%-204.9pp |
| Employer contribution / active EE | $14,327 | $4,015+256.9% | $3,754+281.7% | $4,299+233.3% |
| Participant deferral / active EE | $15,827 | $5,564+184.4% | $5,116+209.4% | $6,507+143.2% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |