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 | $368,902 | $133,922+175.5% | $116,228+217.4% | $142,382+159.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 13.81% | 147.76%-134.0pp | 90.06%-76.2pp | 217.08%-203.3pp |
| Employer contribution / active EE | $5,500 | $3,446+59.6% | $2,994+83.7% | $4,299+27.9% |
| Participant deferral / active EE | $15,500 | $5,672+173.3% | $4,953+212.9% | $6,507+138.2% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |