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 | $327,921 | $217,402+50.8% | $185,823+76.5% | $167,490+95.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 308.29% | 148.36%+159.9pp | 122.05%+186.2pp | 478.56%-170.3pp |
| Employer contribution / active EE | $6,482 | $5,873+10.4% | $5,167+25.4% | $4,837+34.0% |
| Participant deferral / active EE | $5,095 | $6,356-19.8% | $5,568-8.5% | $6,341-19.6% |
| Admin fee / account holder | $43 | $19,811-99.8% | $16,237-99.7% | $12,309-99.7% |