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 | $289,134 | $109,982+162.9% | $97,226+197.4% | $145,922+98.1% |
| Participation rate | 92.9% | 75.9%+16.9pp | 72.7%+20.2pp | 80.3%+12.6pp |
| Annual return | 20.84% | 242.90%-222.1pp | 75.13%-54.3pp | 561.29%-540.4pp |
| Employer contribution / active EE | $5,910 | $3,084+91.7% | $2,729+116.6% | $4,660+26.8% |
| Participant deferral / active EE | $4,210 | $4,676-10.0% | $4,264-1.3% | $6,688-37.0% |
| Admin fee / account holder | $17 | $6,221-99.7% | $5,654-99.7% | $13,397-99.9% |