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 | $362,991 | $105,126+245.3% | $94,646+283.5% | $139,434+160.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 22.25% | 38.03%-15.8pp | 156.71%-134.5pp | 372.94%-350.7pp |
| Employer contribution / active EE | $2,161 | $4,106-47.4% | $3,672-41.1% | $4,751-54.5% |
| Participant deferral / active EE | $3,600 | $7,599-52.6% | $7,418-51.5% | $6,710-46.4% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |