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 | $369,410 | $192,717+91.7% | $142,449+159.3% | $139,434+164.9% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 33.99% | 17.99%+16.0pp | 19.99%+14.0pp | 372.94%-338.9pp |
| Employer contribution / active EE | $5,220 | $5,806-10.1% | $4,847+7.7% | $4,751+9.9% |
| Participant deferral / active EE | $22,500 | $7,208+212.1% | $6,283+258.1% | $6,710+235.3% |
| Admin fee / account holder | $17 | $15,124-99.9% | $10,011-99.8% | $11,403-99.9% |