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 | $298,529 | $226,064+32.1% | $182,532+63.5% | $152,861+95.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 32.54% | 192.51%-160.0pp | 148.54%-116.0pp | 345.32%-312.8pp |
| Employer contribution / active EE | $37,000 | $4,978+643.2% | $4,076+807.7% | $4,762+676.9% |
| Participant deferral / active EE | $22,000 | $6,368+245.5% | $5,524+298.2% | $5,850+276.1% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |