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 | $290,964 | $183,519+58.5% | $155,509+87.1% | $145,922+99.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.25% | 61.17%-47.9pp | 64.67%-51.4pp | 561.29%-548.0pp |
| Employer contribution / active EE | $6,811 | $5,313+28.2% | $4,672+45.8% | $4,660+46.2% |
| Participant deferral / active EE | $6,344 | $6,462-1.8% | $5,626+12.8% | $6,688-5.1% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |