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 | $955,580 | $179,726+431.7% | $156,263+511.5% | $142,382+571.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 25.48% | 77.86%-52.4pp | 59.47%-34.0pp | 217.08%-191.6pp |
| Employer contribution / active EE | $4,735 | $5,069-6.6% | $4,333+9.3% | $4,299+10.1% |
| Participant deferral / active EE | $16,359 | $6,956+135.2% | $6,158+165.6% | $6,507+151.4% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |