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 | $257,319 | $159,901+60.9% | $146,958+75.1% | $145,922+76.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.37% | 98.13%-85.8pp | 418.34%-406.0pp | 561.29%-548.9pp |
| Employer contribution / active EE | $6,692 | $5,286+26.6% | $4,933+35.7% | $4,660+43.6% |
| Participant deferral / active EE | $3,389 | $8,428-59.8% | $8,070-58.0% | $6,688-49.3% |
| Admin fee / account holder | $23 | $15,044-99.8% | $12,998-99.8% | $13,397-99.8% |