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 | $346,325 | $149,734+131.3% | $118,925+191.2% | $158,922+117.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 17.13% | 19.95%-2.8pp | 35.88%-18.7pp | 302.83%-285.7pp |
| Employer contribution / active EE | $7,129 | $4,115+73.2% | $3,263+118.5% | $4,761+49.7% |
| Participant deferral / active EE | $4,257 | $5,223-18.5% | $4,265-0.2% | $5,982-28.8% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |