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 | $303,744 | $118,680+155.9% | $98,907+207.1% | $158,922+91.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 20.54% | 372.35%-351.8pp | 196.43%-175.9pp | 302.83%-282.3pp |
| Employer contribution / active EE | $6,687 | $3,333+100.6% | $2,689+148.7% | $4,761+40.5% |
| Participant deferral / active EE | $9,432 | $5,088+85.4% | $4,244+122.2% | $5,982+57.7% |
| Admin fee / account holder | $5 | $10,131-100.0% | $6,642-99.9% | $11,246-100.0% |