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 | $268,932 | $96,305+179.2% | $80,569+233.8% | $139,434+92.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 21.04% | 1350.08%-1329.0pp | 935.43%-914.4pp | 372.94%-351.9pp |
| Employer contribution / active EE | $11,350 | $3,262+247.9% | $2,723+316.7% | $4,751+138.9% |
| Participant deferral / active EE | $6,387 | $5,232+22.1% | $4,447+43.6% | $6,710-4.8% |
| Admin fee / account holder | $150 | $6,599-97.7% | $5,377-97.2% | $11,403-98.7% |