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 | $500,487 | $176,056+184.3% | $159,436+213.9% | $167,490+198.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.79% | 331.75%-321.0pp | 263.57%-252.8pp | 478.56%-467.8pp |
| Employer contribution / active EE | $10,472 | $5,297+97.7% | $4,829+116.8% | $4,837+116.5% |
| Participant deferral / active EE | $8,338 | $7,750+7.6% | $7,352+13.4% | $6,341+31.5% |
| Admin fee / account holder | $38 | $12,554-99.7% | $10,799-99.7% | $12,309-99.7% |