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 | $308,872 | $126,574+144.0% | $106,213+190.8% | $145,922+111.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.44% | 224.79%-213.3pp | 116.14%-104.7pp | 561.29%-549.8pp |
| Employer contribution / active EE | $9,250 | $3,730+148.0% | $3,171+191.7% | $4,660+98.5% |
| Participant deferral / active EE | $16,800 | $5,724+193.5% | $5,016+234.9% | $6,688+151.2% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |