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 | $329,911 | $183,963+79.3% | $162,163+103.4% | $152,861+115.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 24.23% | 150.76%-126.5pp | 115.59%-91.4pp | 345.32%-321.1pp |
| Employer contribution / active EE | $4,007 | $6,371-37.1% | $5,614-28.6% | $4,762-15.9% |
| Participant deferral / active EE | $8,630 | $8,034+7.4% | $7,298+18.2% | $5,850+47.5% |
| Admin fee / account holder | $3 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |