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 | $357,425 | $183,592+94.7% | $155,567+129.8% | $145,959+144.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.39% | 61.24%-47.8pp | 64.74%-51.3pp | 561.95%-548.6pp |
| Employer contribution / active EE | $3,200 | $5,315-39.8% | $4,674-31.5% | $4,661-31.3% |
| Participant deferral / active EE | $22,500 | $6,464+248.1% | $5,628+299.8% | $6,689+236.4% |
| Admin fee / account holder | $8 | $19,318-100.0% | $15,916-99.9% | $13,398-99.9% |