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 | $490,837 | $109,817+347.0% | $98,442+398.6% | $167,490+193.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.57% | 1956.69%-1944.1pp | 1492.73%-1480.2pp | 478.56%-466.0pp |
| Employer contribution / active EE | $1,544 | $3,224-52.1% | $2,960-47.8% | $4,837-68.1% |
| Participant deferral / active EE | $7,000 | $4,673+49.8% | $4,276+63.7% | $6,341+10.4% |
| Admin fee / account holder | $178 | $6,753-97.4% | $5,949-97.0% | $12,309-98.6% |