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 | $430,985 | $183,963+134.3% | $162,163+165.8% | $152,861+181.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 24.00% | 150.76%-126.8pp | 115.59%-91.6pp | 345.32%-321.3pp |
| Employer contribution / active EE | $12,860 | $6,371+101.9% | $5,614+129.1% | $4,762+170.0% |
| Participant deferral / active EE | $9,320 | $8,034+16.0% | $7,298+27.7% | $5,850+59.3% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |