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 | $347,571 | $153,772+126.0% | $133,980+159.4% | $273,961+26.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 323.57% | 36.51%+287.1pp | 29.30%+294.3pp | 41.45%+282.1pp |
| Employer contribution / active EE | $20,026 | $6,029+232.2% | $5,211+284.3% | $4,869+311.3% |
| Participant deferral / active EE | $15,580 | $6,958+123.9% | $6,282+148.0% | $5,287+194.7% |
| Admin fee / account holder | $59 | $11,765-99.5% | $9,324-99.4% | $10,132-99.4% |