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 | $269,551 | $96,305+179.9% | $80,569+234.6% | $139,434+93.3% |
| Participation rate | 81.3% | 73.6%+7.6pp | 67.0%+14.3pp | 80.3%+0.9pp |
| Annual return | 15.98% | 1350.08%-1334.1pp | 935.43%-919.5pp | 372.94%-357.0pp |
| Employer contribution / active EE | $2,845 | $3,262-12.8% | $2,723+4.5% | $4,751-40.1% |
| Participant deferral / active EE | $7,992 | $5,232+52.8% | $4,447+79.7% | $6,710+19.1% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |