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 | $262,132 | $158,398+65.5% | $126,539+107.2% | $142,382+84.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 16.42% | 593.76%-577.3pp | 425.95%-409.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $3,890 | $4,650-16.3% | $3,674+5.9% | $4,299-9.5% |
| Participant deferral / active EE | $7,088 | $4,767+48.7% | $4,083+73.6% | $6,507+8.9% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |