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 | $258,849 | $112,881+129.3% | $90,951+184.6% | $158,922+62.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 22.34% | 215.79%-193.5pp | 134.60%-112.3pp | 302.83%-280.5pp |
| Employer contribution / active EE | $7,741 | $2,893+167.6% | $2,122+264.8% | $4,761+62.6% |
| Participant deferral / active EE | $8,235 | $4,128+99.5% | $3,373+144.2% | $5,982+37.7% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |