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 | $270,404 | $127,777+111.6% | $106,548+153.8% | $167,490+61.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 348.09% | 33.87%+314.2pp | 26.80%+321.3pp | 478.56%-130.5pp |
| Employer contribution / active EE | $7,558 | $3,427+120.6% | $2,819+168.1% | $4,837+56.2% |
| Participant deferral / active EE | $3,441 | $5,087-32.4% | $4,398-21.8% | $6,341-45.7% |
| Admin fee / account holder | $0 | $11,228-100.0% | $7,407-100.0% | $12,309-100.0% |