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 | $252,826 | $102,604+146.4% | $86,188+193.3% | $139,434+81.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 18.41% | 1922.51%-1904.1pp | 1168.45%-1150.0pp | 372.94%-354.5pp |
| Employer contribution / active EE | $3,605 | $3,032+18.9% | $2,380+51.5% | $4,751-24.1% |
| Participant deferral / active EE | $14,167 | $4,676+203.0% | $3,985+255.5% | $6,710+111.1% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |