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 | $257,355 | $99,020+159.9% | $86,590+197.2% | $147,584+74.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.11% | 1312.34%-1299.2pp | 964.84%-951.7pp | 578.55%-565.4pp |
| Employer contribution / active EE | $10,248 | $3,132+227.2% | $2,839+260.9% | $4,876+110.1% |
| Participant deferral / active EE | $13,970 | $3,972+251.7% | $3,609+287.1% | $5,439+156.9% |
| Admin fee / account holder | $255 | $5,710-95.5% | $4,906-94.8% | $10,885-97.7% |