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 | $278,571 | $138,044+101.8% | $125,339+122.3% | $134,475+107.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 37.16% | 750.33%-713.2pp | 572.05%-534.9pp | 417.96%-380.8pp |
| Employer contribution / active EE | $2,981 | $5,243-43.1% | $4,814-38.1% | $4,740-37.1% |
| Participant deferral / active EE | $5,280 | $7,799-32.3% | $7,446-29.1% | $6,400-17.5% |
| Admin fee / account holder | $246 | $11,571-97.9% | $10,010-97.5% | $11,426-97.8% |