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 | $258,857 | $171,865+50.6% | $149,718+72.9% | $147,584+75.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 26.03% | 2113.22%-2087.2pp | 1501.63%-1475.6pp | 578.55%-552.5pp |
| Employer contribution / active EE | $14,363 | $6,275+128.9% | $5,445+163.8% | $4,876+194.5% |
| Participant deferral / active EE | $12,805 | $7,271+76.1% | $6,569+94.9% | $5,439+135.4% |
| Admin fee / account holder | $206 | $13,799-98.5% | $11,283-98.2% | $10,885-98.1% |