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 | $277,496 | $99,020+180.2% | $86,590+220.5% | $147,584+88.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.59% | 1312.34%-1295.7pp | 964.84%-948.3pp | 578.55%-562.0pp |
| Employer contribution / active EE | $4,700 | $3,132+50.1% | $2,839+65.5% | $4,876-3.6% |
| Participant deferral / active EE | $9,501 | $3,972+139.2% | $3,609+163.3% | $5,439+74.7% |
| Admin fee / account holder | $44 | $5,710-99.2% | $4,906-99.1% | $10,885-99.6% |