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 | $426,078 | $177,572+139.9% | $154,803+175.2% | $142,382+199.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.16% | 65.07%-47.9pp | 58.88%-41.7pp | 217.08%-199.9pp |
| Employer contribution / active EE | $17,181 | $4,810+257.2% | $4,305+299.1% | $4,299+299.6% |
| Participant deferral / active EE | $10,737 | $6,272+71.2% | $5,540+93.8% | $6,507+65.0% |
| Admin fee / account holder | $48 | $16,786-99.7% | $14,329-99.7% | $12,624-99.6% |