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 | $280,573 | $102,966+172.5% | $90,281+210.8% | $152,861+83.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 23.49% | 95.16%-71.7pp | 78.10%-54.6pp | 345.32%-321.8pp |
| Employer contribution / active EE | $16,956 | $3,139+440.2% | $2,854+494.0% | $4,762+256.0% |
| Participant deferral / active EE | $7,333 | $4,281+71.3% | $3,885+88.7% | $5,850+25.4% |
| Admin fee / account holder | $170 | $6,171-97.2% | $5,351-96.8% | $11,596-98.5% |