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 | $458,015 | $104,974+336.3% | $95,585+379.2% | $142,382+221.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.20% | 210.33%-197.1pp | 38.56%-25.4pp | 217.08%-203.9pp |
| Employer contribution / active EE | $22,580 | $2,779+712.7% | $2,527+793.7% | $4,299+425.2% |
| Participant deferral / active EE | $10,800 | $4,352+148.2% | $4,023+168.5% | $6,507+66.0% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |