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 | $420,751 | $217,402+93.5% | $185,823+126.4% | $167,490+151.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.99% | 148.36%-133.4pp | 122.05%-107.1pp | 478.56%-463.6pp |
| Employer contribution / active EE | $12,103 | $5,873+106.1% | $5,167+134.2% | $4,837+150.2% |
| Participant deferral / active EE | $6,583 | $6,356+3.6% | $5,568+18.2% | $6,341+3.8% |
| Admin fee / account holder | $52 | $19,811-99.7% | $16,237-99.7% | $12,309-99.6% |