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 | $322,447 | $177,572+81.6% | $154,803+108.3% | $142,382+126.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.52% | 65.07%-49.6pp | 58.88%-43.4pp | 217.08%-201.6pp |
| Employer contribution / active EE | $15,000 | $4,810+211.8% | $4,305+248.4% | $4,299+248.9% |
| Participant deferral / active EE | $15,000 | $6,272+139.2% | $5,540+170.7% | $6,507+130.5% |
| Admin fee / account holder | $73 | $16,786-99.6% | $14,329-99.5% | $12,624-99.4% |