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 | $358,320 | $114,381+213.3% | $107,525+233.2% | $142,382+151.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.79% | 242.71%-222.9pp | 181.32%-161.5pp | 217.08%-197.3pp |
| Employer contribution / active EE | $18,181 | $4,015+352.9% | $3,754+384.4% | $4,299+322.9% |
| Participant deferral / active EE | $10,333 | $5,564+85.7% | $5,116+102.0% | $6,507+58.8% |
| Admin fee / account holder | $28 | $9,860-99.7% | $8,919-99.7% | $12,624-99.8% |