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 | $307,372 | $81,625+276.6% | $58,482+425.6% | $139,434+120.4% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 11.70% | 7404.20%-7392.5pp | 4239.32%-4227.6pp | 372.94%-361.2pp |
| Employer contribution / active EE | $2,829 | $1,398+102.3% | $1,053+168.6% | $4,751-40.5% |
| Participant deferral / active EE | $10,637 | $2,557+316.1% | $1,924+452.9% | $6,710+58.5% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |