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 | $410,646 | $183,519+123.8% | $155,509+164.1% | $145,922+181.4% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 21.36% | 61.17%-39.8pp | 64.67%-43.3pp | 561.29%-539.9pp |
| Employer contribution / active EE | $16,638 | $5,313+213.2% | $4,672+256.1% | $4,660+257.1% |
| Participant deferral / active EE | $17,833 | $6,462+176.0% | $5,626+217.0% | $6,688+166.7% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |