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 | $282,741 | $183,519+54.1% | $155,509+81.8% | $145,922+93.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.19% | 61.17%-52.0pp | 64.67%-55.5pp | 561.29%-552.1pp |
| Employer contribution / active EE | $11,033 | $5,313+107.7% | $4,672+136.1% | $4,660+136.8% |
| Participant deferral / active EE | $11,254 | $6,462+74.1% | $5,626+100.0% | $6,688+68.3% |
| Admin fee / account holder | $240 | $19,313-98.8% | $15,912-98.5% | $13,397-98.2% |