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 | $385,508 | $159,901+141.1% | $146,958+162.3% | $145,922+164.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.82% | 98.13%-85.3pp | 418.34%-405.5pp | 561.29%-548.5pp |
| Employer contribution / active EE | $10,661 | $5,286+101.7% | $4,933+116.1% | $4,660+128.8% |
| Participant deferral / active EE | $15,582 | $8,428+84.9% | $8,070+93.1% | $6,688+133.0% |
| Admin fee / account holder | $197 | $15,044-98.7% | $12,998-98.5% | $13,397-98.5% |