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 | $420,037 | $209,832+100.2% | $189,513+121.6% | $167,490+150.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 10.67% | 748.27%-737.6pp | 555.15%-544.5pp | 478.56%-467.9pp |
| Employer contribution / active EE | $15,417 | $6,914+123.0% | $6,162+150.2% | $4,837+218.7% |
| Participant deferral / active EE | $12,219 | $8,935+36.8% | $8,221+48.6% | $6,341+92.7% |
| Admin fee / account holder | $29 | $14,293-99.8% | $12,045-99.8% | $12,309-99.8% |