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 | $318,817 | $171,865+85.5% | $149,718+112.9% | $147,584+116.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 22.98% | 2113.22%-2090.2pp | 1501.63%-1478.6pp | 578.55%-555.6pp |
| Employer contribution / active EE | $8,028 | $6,275+27.9% | $5,445+47.4% | $4,876+64.6% |
| Participant deferral / active EE | $6,618 | $7,271-9.0% | $6,569+0.8% | $5,439+21.7% |
| Admin fee / account holder | $6 | $13,799-100.0% | $11,283-100.0% | $10,885-99.9% |