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 | $337,899 | $150,440+124.6% | $136,294+147.9% | $147,584+129.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 41.85% | 1049.08%-1007.2pp | 5155.94%-5114.1pp | 578.55%-536.7pp |
| Employer contribution / active EE | $3,085 | $5,256-41.3% | $4,695-34.3% | $4,876-36.7% |
| Participant deferral / active EE | $10,331 | $6,630+55.8% | $6,247+65.4% | $5,439+89.9% |
| Admin fee / account holder | $253 | $10,905-97.7% | $9,243-97.3% | $10,885-97.7% |