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 | $250,784 | $183,963+36.3% | $162,163+54.6% | $152,861+64.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.45% | 150.76%-127.3pp | 115.59%-92.1pp | 345.32%-321.9pp |
| Employer contribution / active EE | $2,136 | $6,371-66.5% | $5,614-62.0% | $4,762-55.2% |
| Participant deferral / active EE | $8,575 | $8,034+6.7% | $7,298+17.5% | $5,850+46.6% |
| Admin fee / account holder | $87 | $13,121-99.3% | $10,843-99.2% | $11,596-99.2% |