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 | $387,349 | $214,378+80.7% | $200,582+93.1% | $142,382+172.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 28.37% | 46.41%-18.0pp | 42.33%-14.0pp | 217.08%-188.7pp |
| Employer contribution / active EE | $36,366 | $6,841+431.6% | $6,419+466.6% | $4,299+745.9% |
| Participant deferral / active EE | $13,413 | $9,865+36.0% | $9,331+43.7% | $6,507+106.1% |
| Admin fee / account holder | $147 | $17,692-99.2% | $16,305-99.1% | $12,624-98.8% |