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 | $361,795 | $183,519+97.1% | $155,509+132.7% | $145,922+147.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.62% | 61.17%-47.5pp | 64.67%-51.0pp | 561.29%-547.7pp |
| Employer contribution / active EE | $9,890 | $5,313+86.2% | $4,672+111.7% | $4,660+112.2% |
| Participant deferral / active EE | $9,590 | $6,462+48.4% | $5,626+70.5% | $6,688+43.4% |
| Admin fee / account holder | $151 | $19,313-99.2% | $15,912-99.0% | $13,397-98.9% |