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 | $324,204 | $89,355+262.8% | $141,162+129.7% | $72,985+344.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.92% | 111.85%-87.9pp | 71.39%-47.5pp | 81.00%-57.1pp |
| Employer contribution / active EE | $12,817 | $3,114+311.6% | $4,735+170.7% | $2,440+425.3% |
| Participant deferral / active EE | $11,617 | $5,418+114.4% | $6,709+73.2% | $3,607+222.0% |
| Admin fee / account holder | $33 | $5,958-99.4% | $10,261-99.7% | $5,124-99.4% |