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 | $350,484 | $104,907+234.1% | $84,611+314.2% | $152,861+129.3% |
| Participation rate | 88.9% | 74.8%+14.1pp | 68.2%+20.7pp | 82.4%+6.4pp |
| Annual return | 23.43% | 373.79%-350.4pp | 258.74%-235.3pp | 345.32%-321.9pp |
| Employer contribution / active EE | $2,419 | $3,302-26.7% | $2,652-8.8% | $4,762-49.2% |
| Participant deferral / active EE | $11,051 | $4,688+135.7% | $3,899+183.5% | $5,850+88.9% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |