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 | $340,857 | $214,378+59.0% | $200,582+69.9% | $142,382+139.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 24.45% | 46.41%-22.0pp | 42.33%-17.9pp | 217.08%-192.6pp |
| Employer contribution / active EE | $13,001 | $6,841+90.0% | $6,419+102.5% | $4,299+202.4% |
| Participant deferral / active EE | $5,467 | $9,865-44.6% | $9,331-41.4% | $6,507-16.0% |
| Admin fee / account holder | $21 | $17,692-99.9% | $16,305-99.9% | $12,624-99.8% |