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 | $281,726 | $159,901+76.2% | $146,958+91.7% | $145,922+93.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.91% | 98.13%-86.2pp | 418.34%-406.4pp | 561.29%-549.4pp |
| Employer contribution / active EE | $6,304 | $5,286+19.3% | $4,933+27.8% | $4,660+35.3% |
| Participant deferral / active EE | $24,213 | $8,428+187.3% | $8,070+200.0% | $6,688+262.0% |
| Admin fee / account holder | $4 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |