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 | $375,078 | $183,963+103.9% | $162,163+131.3% | $152,861+145.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 16.33% | 150.76%-134.4pp | 115.59%-99.3pp | 345.32%-329.0pp |
| Employer contribution / active EE | $2,780 | $6,371-56.4% | $5,614-50.5% | $4,762-41.6% |
| Participant deferral / active EE | $7,586 | $8,034-5.6% | $7,298+3.9% | $5,850+29.7% |
| Admin fee / account holder | $20 | $13,121-99.8% | $10,843-99.8% | $11,596-99.8% |