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 | $441,272 | $227,553+93.9% | $189,557+132.8% | $167,490+163.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 14.50% | 78.40%-63.9pp | 64.17%-49.7pp | 478.56%-464.1pp |
| Employer contribution / active EE | $16,387 | $5,316+208.2% | $4,412+271.4% | $4,837+238.7% |
| Participant deferral / active EE | $13,799 | $7,002+97.1% | $6,174+123.5% | $6,341+117.6% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |