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 | $318,465 | $152,587+108.7% | $125,175+154.4% | $152,861+108.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 26.25% | 54.84%-28.6pp | 43.79%-17.5pp | 345.32%-319.1pp |
| Employer contribution / active EE | $3,704 | $4,946-25.1% | $3,865-4.2% | $4,762-22.2% |
| Participant deferral / active EE | $15,632 | $5,868+166.4% | $4,937+216.6% | $5,850+167.2% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |