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 | $293,899 | $217,402+35.2% | $185,823+58.2% | $167,490+75.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 28.42% | 148.36%-119.9pp | 122.05%-93.6pp | 478.56%-450.1pp |
| Employer contribution / active EE | $5,280 | $5,873-10.1% | $5,167+2.2% | $4,837+9.1% |
| Participant deferral / active EE | $22,100 | $6,356+247.7% | $5,568+296.9% | $6,341+248.5% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |