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 | $427,565 | $121,625+251.5% | $104,607+308.7% | $158,922+169.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 10.95% | 465.26%-454.3pp | 340.46%-329.5pp | 302.83%-291.9pp |
| Employer contribution / active EE | $4,350 | $3,163+37.5% | $2,681+62.3% | $4,761-8.6% |
| Participant deferral / active EE | $11,375 | $4,177+172.3% | $3,740+204.2% | $5,982+90.1% |
| Admin fee / account holder | $0 | $7,787-100.0% | $6,473-100.0% | $11,246-100.0% |