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 | $413,222 | $109,817+276.3% | $98,442+319.8% | $167,490+146.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 20.96% | 1956.69%-1935.7pp | 1492.73%-1471.8pp | 478.56%-457.6pp |
| Employer contribution / active EE | $21,259 | $3,224+559.4% | $2,960+618.3% | $4,837+339.5% |
| Participant deferral / active EE | $18,917 | $4,673+304.8% | $4,276+342.4% | $6,341+198.3% |
| Admin fee / account holder | $216 | $6,753-96.8% | $5,949-96.4% | $12,309-98.2% |