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 | $341,898 | $96,305+255.0% | $80,569+324.4% | $139,434+145.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 17.61% | 1350.08%-1332.5pp | 935.43%-917.8pp | 372.94%-355.3pp |
| Employer contribution / active EE | $3,625 | $3,262+11.1% | $2,723+33.1% | $4,751-23.7% |
| Participant deferral / active EE | $13,839 | $5,232+164.5% | $4,447+211.2% | $6,710+106.2% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |