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 | $321,553 | $217,402+47.9% | $185,823+73.0% | $167,490+92.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.43% | 148.36%-129.9pp | 122.05%-103.6pp | 478.56%-460.1pp |
| Employer contribution / active EE | $17,381 | $5,873+195.9% | $5,167+236.4% | $4,837+259.3% |
| Participant deferral / active EE | $17,232 | $6,356+171.1% | $5,568+209.5% | $6,341+171.7% |
| Admin fee / account holder | $193 | $19,811-99.0% | $16,237-98.8% | $12,309-98.4% |