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 | $350,674 | $183,519+91.1% | $155,509+125.5% | $145,922+140.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.52% | 61.17%-49.6pp | 64.67%-53.1pp | 561.29%-549.8pp |
| Employer contribution / active EE | $5,716 | $5,313+7.6% | $4,672+22.3% | $4,660+22.7% |
| Participant deferral / active EE | $13,824 | $6,462+113.9% | $5,626+145.7% | $6,688+106.7% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |