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 | $269,897 | $85,022+217.4% | $70,515+282.8% | $139,434+93.6% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 13.89% | 30.38%-16.5pp | 32.77%-18.9pp | 372.94%-359.1pp |
| Employer contribution / active EE | $24,477 | $3,909+526.2% | $2,973+723.2% | $4,751+415.2% |
| Participant deferral / active EE | $17,506 | $5,890+197.2% | $4,567+283.3% | $6,710+160.9% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |