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 | $351,701 | $183,963+91.2% | $162,163+116.9% | $152,861+130.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.50% | 150.76%-127.3pp | 115.59%-92.1pp | 345.32%-321.8pp |
| Employer contribution / active EE | $9,500 | $6,371+49.1% | $5,614+69.2% | $4,762+99.5% |
| Participant deferral / active EE | $12,312 | $8,034+53.3% | $7,298+68.7% | $5,850+110.5% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |