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 | $284,982 | $88,751+221.1% | $81,812+248.3% | $145,922+95.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.70% | 1025.40%-1005.7pp | 773.79%-754.1pp | 561.29%-541.6pp |
| Employer contribution / active EE | $5,243 | $3,083+70.0% | $2,912+80.0% | $4,660+12.5% |
| Participant deferral / active EE | $735 | $4,643-84.2% | $4,319-83.0% | $6,688-89.0% |
| Admin fee / account holder | $5 | $8,415-99.9% | $7,386-99.9% | $13,397-100.0% |