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 | $364,343 | $109,817+231.8% | $98,442+270.1% | $167,490+117.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 21.34% | 1956.69%-1935.3pp | 1492.73%-1471.4pp | 478.56%-457.2pp |
| Employer contribution / active EE | $7,852 | $3,224+143.5% | $2,960+165.3% | $4,837+62.3% |
| Participant deferral / active EE | $10,296 | $4,673+120.3% | $4,276+140.8% | $6,341+62.4% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |