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 | $337,916 | $144,119+134.5% | $117,854+186.7% | $147,584+129.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 13.40% | 531.15%-517.8pp | 335.08%-321.7pp | 578.55%-565.2pp |
| Employer contribution / active EE | $6,969 | $4,896+42.3% | $3,786+84.1% | $4,876+42.9% |
| Participant deferral / active EE | $11,290 | $5,316+112.4% | $4,482+151.9% | $5,439+107.6% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |