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 | $425,268 | $185,822+128.9% | $169,993+150.2% | $139,434+205.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 29.61% | 60.50%-30.9pp | 53.37%-23.8pp | 372.94%-343.3pp |
| Employer contribution / active EE | $31,498 | $7,590+315.0% | $6,785+364.2% | $4,751+563.0% |
| Participant deferral / active EE | $21,000 | $11,622+80.7% | $10,408+101.8% | $6,710+213.0% |
| Admin fee / account holder | $236 | $15,381-98.5% | $12,815-98.2% | $11,403-97.9% |