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 | $358,270 | $209,832+70.7% | $189,513+89.0% | $167,490+113.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 9.48% | 748.27%-738.8pp | 555.15%-545.7pp | 478.56%-469.1pp |
| Employer contribution / active EE | $28,007 | $6,914+305.1% | $6,162+354.5% | $4,837+479.0% |
| Participant deferral / active EE | $16,747 | $8,935+87.4% | $8,221+103.7% | $6,341+164.1% |
| Admin fee / account holder | $208 | $14,293-98.5% | $12,045-98.3% | $12,309-98.3% |