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 | $307,191 | $99,020+210.2% | $86,590+254.8% | $147,584+108.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.29% | 1312.34%-1298.0pp | 964.84%-950.5pp | 578.55%-564.3pp |
| Employer contribution / active EE | $11,587 | $3,132+270.0% | $2,839+308.1% | $4,876+137.6% |
| Participant deferral / active EE | $5,100 | $3,972+28.4% | $3,609+41.3% | $5,439-6.2% |
| Admin fee / account holder | $13 | $5,710-99.8% | $4,906-99.7% | $10,885-99.9% |