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 | $742,877 | $217,402+241.7% | $185,823+299.8% | $167,490+343.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.58% | 148.36%-133.8pp | 122.05%-107.5pp | 478.56%-464.0pp |
| Employer contribution / active EE | $23,862 | $5,873+306.3% | $5,167+361.8% | $4,837+393.3% |
| Participant deferral / active EE | $13,687 | $6,356+115.3% | $5,568+145.8% | $6,341+115.8% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |