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 | $337,778 | $176,662+91.2% | $130,648+158.5% | $152,861+121.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 9.54% | 2692.24%-2682.7pp | 1708.96%-1699.4pp | 345.32%-335.8pp |
| Employer contribution / active EE | $4,782 | $5,742-16.7% | $4,092+16.9% | $4,762+0.4% |
| Participant deferral / active EE | $8,694 | $4,361+99.3% | $3,603+141.3% | $5,850+48.6% |
| Admin fee / account holder | $20 | $7,133-99.7% | $5,464-99.6% | $11,596-99.8% |