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 | $389,871 | $159,901+143.8% | $146,958+165.3% | $145,922+167.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.77% | 98.13%-83.4pp | 418.34%-403.6pp | 561.29%-546.5pp |
| Employer contribution / active EE | $7,418 | $5,286+40.3% | $4,933+50.4% | $4,660+59.2% |
| Participant deferral / active EE | $9,792 | $8,428+16.2% | $8,070+21.3% | $6,688+46.4% |
| Admin fee / account holder | $179 | $15,044-98.8% | $12,998-98.6% | $13,397-98.7% |