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 | $274,893 | $226,064+21.6% | $182,532+50.6% | $152,861+79.8% |
| Participation rate | 90.9% | 82.5%+8.5pp | 78.0%+12.9pp | 82.4%+8.5pp |
| Annual return | 24.18% | 192.51%-168.3pp | 148.54%-124.4pp | 345.32%-321.1pp |
| Employer contribution / active EE | $2,758 | $4,978-44.6% | $4,076-32.3% | $4,762-42.1% |
| Participant deferral / active EE | $10,292 | $6,368+61.6% | $5,524+86.3% | $5,850+75.9% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |