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 | $457,753 | $245,885+86.2% | $198,754+130.3% | $357,791+27.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 85.6%+14.4pp |
| Annual return | 1.89% | 5953.41%-5951.5pp | 4947.04%-4945.1pp | 396.79%-394.9pp |
| Employer contribution / active EE | $18,956 | $4,089+363.7% | $4,008+372.9% | $7,508+152.5% |
| Participant deferral / active EE | $0 | $4,533-100.0% | $4,138-100.0% | $5,521-100.0% |
| Admin fee / account holder | $0 | $12,849-100.0% | $12,082-100.0% | $28,387-100.0% |