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 | $376,163 | $159,934+135.2% | $147,005+155.9% | $145,959+157.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.70% | 98.24%-76.5pp | 418.76%-397.1pp | 561.95%-540.2pp |
| Employer contribution / active EE | $11,983 | $5,287+126.6% | $4,934+142.9% | $4,661+157.1% |
| Participant deferral / active EE | $11,263 | $8,427+33.6% | $8,070+39.6% | $6,689+68.4% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |