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 | $269,930 | $88,751+204.1% | $81,812+229.9% | $145,922+85.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.12% | 1025.40%-1015.3pp | 773.79%-763.7pp | 561.29%-551.2pp |
| Employer contribution / active EE | $1,633 | $3,083-47.1% | $2,912-43.9% | $4,660-65.0% |
| Participant deferral / active EE | $1,930 | $4,643-58.4% | $4,319-55.3% | $6,688-71.1% |
| Admin fee / account holder | $128 | $8,415-98.5% | $7,386-98.3% | $13,397-99.0% |