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 | $311,693 | $142,405+118.9% | $115,157+170.7% | $152,861+103.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 19.34% | 41.48%-22.1pp | 35.60%-16.3pp | 345.32%-326.0pp |
| Employer contribution / active EE | $24,247 | $4,010+504.7% | $3,179+662.8% | $4,762+409.1% |
| Participant deferral / active EE | $22,333 | $5,164+332.5% | $4,168+435.8% | $5,850+281.8% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |