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 | $379,123 | $209,832+80.7% | $189,513+100.1% | $167,490+126.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 11.82% | 748.27%-736.5pp | 555.15%-543.3pp | 478.56%-466.7pp |
| Employer contribution / active EE | $17,656 | $6,914+155.4% | $6,162+186.5% | $4,837+265.0% |
| Participant deferral / active EE | $17,683 | $8,935+97.9% | $8,221+115.1% | $6,341+178.9% |
| Admin fee / account holder | $11 | $14,293-99.9% | $12,045-99.9% | $12,309-99.9% |