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 | $503,959 | $183,963+173.9% | $162,163+210.8% | $152,861+229.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 19.62% | 150.76%-131.1pp | 115.59%-96.0pp | 345.32%-325.7pp |
| Employer contribution / active EE | $1,820 | $6,371-71.4% | $5,614-67.6% | $4,762-61.8% |
| Participant deferral / active EE | $17,915 | $8,034+123.0% | $7,298+145.5% | $5,850+206.2% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |