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 | $643,523 | $100,852+538.1% | $90,404+611.8% | $158,922+304.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 7.64% | 1724.20%-1716.6pp | 1293.02%-1285.4pp | 302.83%-295.2pp |
| Employer contribution / active EE | $14,540 | $3,689+294.2% | $3,262+345.7% | $4,761+205.4% |
| Participant deferral / active EE | $18,267 | $4,348+320.1% | $3,963+360.9% | $5,982+205.4% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |