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 | $660,078 | $227,553+190.1% | $189,557+248.2% | $167,490+294.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 24.99% | 78.40%-53.4pp | 64.17%-39.2pp | 478.56%-453.6pp |
| Employer contribution / active EE | $3,305 | $5,316-37.8% | $4,412-25.1% | $4,837-31.7% |
| Participant deferral / active EE | $9,566 | $7,002+36.6% | $6,174+54.9% | $6,341+50.9% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |