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 | $290,554 | $197,591+47.0% | $177,821+63.4% | $158,922+82.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.48% | 58.76%-39.3pp | 48.32%-28.8pp | 302.83%-283.4pp |
| Employer contribution / active EE | $18,415 | $6,697+175.0% | $5,918+211.2% | $4,761+286.8% |
| Participant deferral / active EE | $13,824 | $8,405+64.5% | $7,714+79.2% | $5,982+131.1% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |