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 | $311,708 | $185,822+67.7% | $169,993+83.4% | $139,434+123.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.29% | 60.50%-45.2pp | 53.37%-38.1pp | 372.94%-357.6pp |
| Employer contribution / active EE | $20,569 | $7,590+171.0% | $6,785+203.1% | $4,751+333.0% |
| Participant deferral / active EE | $17,008 | $11,622+46.3% | $10,408+63.4% | $6,710+153.5% |
| Admin fee / account holder | $12 | $15,381-99.9% | $12,815-99.9% | $11,403-99.9% |