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 | $365,933 | $171,865+112.9% | $149,718+144.4% | $147,584+147.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.42% | 2113.22%-2097.8pp | 1501.63%-1486.2pp | 578.55%-563.1pp |
| Employer contribution / active EE | $2,988 | $6,275-52.4% | $5,445-45.1% | $4,876-38.7% |
| Participant deferral / active EE | $13,920 | $7,271+91.5% | $6,569+111.9% | $5,439+155.9% |
| Admin fee / account holder | $28 | $13,799-99.8% | $11,283-99.8% | $10,885-99.7% |