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 | $312,398 | $150,440+107.7% | $136,294+129.2% | $147,584+111.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.34% | 1049.08%-1037.7pp | 5155.94%-5144.6pp | 578.55%-567.2pp |
| Employer contribution / active EE | $5,656 | $5,256+7.6% | $4,695+20.5% | $4,876+16.0% |
| Participant deferral / active EE | $6,975 | $6,630+5.2% | $6,247+11.7% | $5,439+28.2% |
| Admin fee / account holder | $200 | $10,905-98.2% | $9,243-97.8% | $10,885-98.2% |