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 | $349,650 | $165,912+110.7% | $122,332+185.8% | $147,584+136.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 21.92% | 34.55%-12.6pp | 30.27%-8.4pp | 578.55%-556.6pp |
| Employer contribution / active EE | $22,602 | $5,754+292.8% | $4,050+458.0% | $4,876+363.5% |
| Participant deferral / active EE | $10,654 | $4,005+166.0% | $3,287+224.1% | $5,439+95.9% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |