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 | $254,183 | $95,971+164.9% | $74,550+241.0% | $135,375+87.8% |
| Participation rate | 75.0% | 75.7%-0.7pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | 11.77% | 56.96%-45.2pp | 32.53%-20.8pp | 519.73%-508.0pp |
| Employer contribution / active EE | $2,375 | $2,716-12.6% | $1,961+21.1% | $4,779-50.3% |
| Participant deferral / active EE | $6,529 | $3,843+69.9% | $3,108+110.1% | $5,609+16.4% |
| Admin fee / account holder | $14 | $6,522-99.8% | $5,060-99.7% | $10,827-99.9% |