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 | $333,904 | $183,963+81.5% | $162,163+105.9% | $152,861+118.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 24.08% | 150.76%-126.7pp | 115.59%-91.5pp | 345.32%-321.2pp |
| Employer contribution / active EE | $3,686 | $6,371-42.1% | $5,614-34.3% | $4,762-22.6% |
| Participant deferral / active EE | $6,160 | $8,034-23.3% | $7,298-15.6% | $5,850+5.3% |
| Admin fee / account holder | $33 | $13,121-99.7% | $10,843-99.7% | $11,596-99.7% |