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 | $358,636 | $81,625+339.4% | $58,482+513.2% | $139,434+157.2% |
| Participation rate | 87.5% | 61.3%+26.2pp | 50.9%+36.6pp | 80.3%+7.2pp |
| Annual return | 16.52% | 7404.20%-7387.7pp | 4239.32%-4222.8pp | 372.94%-356.4pp |
| Employer contribution / active EE | $13,266 | $1,398+848.8% | $1,053+1159.5% | $4,751+179.2% |
| Participant deferral / active EE | $14,145 | $2,557+453.3% | $1,924+635.2% | $6,710+110.8% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |