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 | $270,720 | $226,064+19.8% | $182,532+48.3% | $152,861+77.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 20.46% | 192.51%-172.0pp | 148.54%-128.1pp | 345.32%-324.9pp |
| Employer contribution / active EE | $739 | $4,978-85.2% | $4,076-81.9% | $4,762-84.5% |
| Participant deferral / active EE | $12,459 | $6,368+95.7% | $5,524+125.5% | $5,850+113.0% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |