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 | $363,188 | $154,117+135.7% | $129,995+179.4% | $139,434+160.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.72% | 32.48%-17.8pp | -137.18%+151.9pp | 372.94%-358.2pp |
| Employer contribution / active EE | $6,270 | $5,289+18.6% | $4,320+45.2% | $4,751+32.0% |
| Participant deferral / active EE | $16,769 | $6,710+149.9% | $5,820+188.1% | $6,710+149.9% |
| Admin fee / account holder | $116 | $14,007-99.2% | $10,614-98.9% | $11,403-99.0% |