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 | $317,545 | $185,822+70.9% | $169,993+86.8% | $139,434+127.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.39% | 60.50%-47.1pp | 53.37%-40.0pp | 372.94%-359.5pp |
| Employer contribution / active EE | $5,687 | $7,590-25.1% | $6,785-16.2% | $4,751+19.7% |
| Participant deferral / active EE | $19,913 | $11,622+71.3% | $10,408+91.3% | $6,710+196.8% |
| Admin fee / account holder | $84 | $15,381-99.5% | $12,815-99.3% | $11,403-99.3% |