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 | $342,089 | $210,648+62.4% | $177,989+92.2% | $145,922+134.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.72% | 385.86%-372.1pp | 294.48%-280.8pp | 561.29%-547.6pp |
| Employer contribution / active EE | $24,056 | $4,565+427.0% | $3,949+509.2% | $4,660+416.3% |
| Participant deferral / active EE | $5,840 | $6,958-16.1% | $6,276-6.9% | $6,688-12.7% |
| Admin fee / account holder | $17 | $12,013-99.9% | $10,363-99.8% | $13,397-99.9% |