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 | $400,074 | $165,984+141.0% | $164,813+142.7% | $145,922+174.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.02% | 100.03%-88.0pp | 69.93%-57.9pp | 561.29%-549.3pp |
| Employer contribution / active EE | $19,810 | $5,273+275.7% | $4,341+356.4% | $4,660+325.1% |
| Participant deferral / active EE | $15,742 | $6,959+126.2% | $6,031+161.0% | $6,688+135.4% |
| Admin fee / account holder | $33 | $16,648-99.8% | $12,690-99.7% | $13,397-99.8% |