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 | $488,366 | $124,185+293.3% | $108,410+350.5% | $167,490+191.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.60% | 1379.64%-1367.0pp | 905.27%-892.7pp | 478.56%-466.0pp |
| Employer contribution / active EE | $30,801 | $4,187+635.7% | $3,558+765.6% | $4,837+536.7% |
| Participant deferral / active EE | $8,679 | $6,908+25.6% | $6,563+32.2% | $6,341+36.9% |
| Admin fee / account holder | $4 | $9,455-100.0% | $7,295-99.9% | $12,309-100.0% |