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 | $298,799 | $144,119+107.3% | $117,854+153.5% | $147,584+102.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 17.07% | 531.15%-514.1pp | 335.08%-318.0pp | 578.55%-561.5pp |
| Employer contribution / active EE | $2,006 | $4,896-59.0% | $3,786-47.0% | $4,876-58.9% |
| Participant deferral / active EE | $16,000 | $5,316+201.0% | $4,482+257.0% | $5,439+194.2% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |