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 | $265,273 | $183,519+44.5% | $155,509+70.6% | $145,922+81.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.85% | 61.17%-47.3pp | 64.67%-50.8pp | 561.29%-547.4pp |
| Employer contribution / active EE | $14,924 | $5,313+180.9% | $4,672+219.4% | $4,660+220.3% |
| Participant deferral / active EE | $3,588 | $6,462-44.5% | $5,626-36.2% | $6,688-46.3% |
| Admin fee / account holder | $57 | $19,313-99.7% | $15,912-99.6% | $13,397-99.6% |