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 | $395,857 | $117,841+235.9% | $102,423+286.5% | $145,922+171.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.08% | 31.65%-21.6pp | 29.32%-19.2pp | 561.29%-551.2pp |
| Employer contribution / active EE | $4,738 | $3,615+31.1% | $3,023+56.7% | $4,660+1.7% |
| Participant deferral / active EE | $8,508 | $5,731+48.5% | $5,053+68.4% | $6,688+27.2% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |