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 | $374,735 | $150,440+149.1% | $136,294+174.9% | $147,584+153.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.29% | 1049.08%-1030.8pp | 5155.94%-5137.6pp | 578.55%-560.3pp |
| Employer contribution / active EE | $4,847 | $5,256-7.8% | $4,695+3.2% | $4,876-0.6% |
| Participant deferral / active EE | $10,100 | $6,630+52.3% | $6,247+61.7% | $5,439+85.7% |
| Admin fee / account holder | $93 | $10,905-99.2% | $9,243-99.0% | $10,885-99.2% |