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 | $468,412 | $74,888+525.5% | $71,209+557.8% | $142,382+229.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.40% | 345.14%-326.7pp | 282.51%-264.1pp | 217.08%-198.7pp |
| Employer contribution / active EE | $2,940 | $2,854+3.0% | $2,721+8.0% | $4,299-31.6% |
| Participant deferral / active EE | $15,632 | $4,454+250.9% | $4,175+274.4% | $6,507+140.2% |
| Admin fee / account holder | -$6 | $5,568-100.1% | $5,349-100.1% | $12,624-100.0% |