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 | $349,967 | $210,648+66.1% | $177,989+96.6% | $145,922+139.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 23.15% | 385.86%-362.7pp | 294.48%-271.3pp | 561.29%-538.1pp |
| Employer contribution / active EE | $11,707 | $4,565+156.5% | $3,949+196.5% | $4,660+151.2% |
| Participant deferral / active EE | $12,200 | $6,958+75.3% | $6,276+94.4% | $6,688+82.4% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |