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 | $400,967 | $173,345+131.3% | $136,007+194.8% | $145,922+174.8% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.14% | 1163.32%-1146.2pp | 579.32%-562.2pp | 561.29%-544.1pp |
| Employer contribution / active EE | $4,204 | $5,278-20.3% | $4,217-0.3% | $4,660-9.8% |
| Participant deferral / active EE | $20,733 | $8,699+138.3% | $7,025+195.1% | $6,688+210.0% |
| Admin fee / account holder | $0 | $9,954-100.0% | $6,858-100.0% | $13,397-100.0% |