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 | $347,581 | $136,179+155.2% | $98,755+252.0% | $167,490+107.5% |
| Participation rate | 100.0% | 70.2%+29.8pp | 65.7%+34.3pp | 82.1%+17.9pp |
| Annual return | 7.46% | 67.53%-60.1pp | 49.91%-42.5pp | 478.56%-471.1pp |
| Employer contribution / active EE | $10,734 | $2,631+307.9% | $2,067+419.2% | $4,837+121.9% |
| Participant deferral / active EE | $9,171 | $3,716+146.8% | $3,035+202.2% | $6,341+44.6% |
| Admin fee / account holder | $96 | $5,031-98.1% | $4,076-97.7% | $12,309-99.2% |