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 | $371,019 | $150,440+146.6% | $136,294+172.2% | $147,584+151.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.49% | 1049.08%-1032.6pp | 5155.94%-5139.4pp | 578.55%-562.1pp |
| Employer contribution / active EE | $4,636 | $5,256-11.8% | $4,695-1.3% | $4,876-4.9% |
| Participant deferral / active EE | $16,502 | $6,630+148.9% | $6,247+164.1% | $5,439+203.4% |
| Admin fee / account holder | $35 | $10,905-99.7% | $9,243-99.6% | $10,885-99.7% |