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 | $265,308 | $69,518+281.6% | $59,878+343.1% | $135,375+96.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 7.19% | 7.94%-0.8pp | 3.46%+3.7pp | 519.73%-512.5pp |
| Employer contribution / active EE | $9,857 | $3,235+204.7% | $2,722+262.2% | $4,779+106.3% |
| Participant deferral / active EE | $2,205 | $4,206-47.6% | $3,402-35.2% | $5,609-60.7% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |