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 | $308,976 | $107,934+186.3% | $91,989+235.9% | $152,861+102.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 20.03% | 89.24%-69.2pp | 69.02%-49.0pp | 345.32%-325.3pp |
| Employer contribution / active EE | $31,735 | $4,210+653.8% | $3,452+819.4% | $4,762+566.4% |
| Participant deferral / active EE | $7,053 | $6,364+10.8% | $5,923+19.1% | $5,850+20.6% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |