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 | $440,668 | $109,327+303.1% | $89,391+393.0% | $158,922+177.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 21.34% | 345.68%-324.3pp | 245.62%-224.3pp | 302.83%-281.5pp |
| Employer contribution / active EE | $3,066 | $3,170-3.3% | $2,586+18.6% | $4,761-35.6% |
| Participant deferral / active EE | $14,511 | $4,598+215.6% | $3,890+273.0% | $5,982+142.6% |
| Admin fee / account holder | $8 | $6,153-99.9% | $4,881-99.8% | $11,246-99.9% |