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 | $448,123 | $114,381+291.8% | $107,525+316.8% | $142,382+214.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.61% | 242.71%-224.1pp | 181.32%-162.7pp | 217.08%-198.5pp |
| Employer contribution / active EE | $9,908 | $4,015+146.8% | $3,754+164.0% | $4,299+130.5% |
| Participant deferral / active EE | $8,903 | $5,564+60.0% | $5,116+74.0% | $6,507+36.8% |
| Admin fee / account holder | $216 | $9,860-97.8% | $8,919-97.6% | $12,624-98.3% |