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 5-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 | $252,218 | $102,317+146.5% | $146,958+71.6% | $80,856+211.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 26.00% | 134.76%-108.8pp | 418.34%-392.3pp | 35.59%-9.6pp |
| Employer contribution / active EE | $9,773 | $3,713+163.2% | $4,933+98.1% | $2,755+254.8% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $104 | $7,941-98.7% | $12,998-99.2% | $6,918-98.5% |