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 | $356,478 | $150,187+137.4% | $120,354+196.2% | $145,922+144.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 14.58% | 154.07%-139.5pp | 107.15%-92.6pp | 561.29%-546.7pp |
| Employer contribution / active EE | $2,622 | $4,348-39.7% | $3,463-24.3% | $4,660-43.7% |
| Participant deferral / active EE | $17,527 | $6,173+183.9% | $4,991+251.2% | $6,688+162.1% |
| Admin fee / account holder | $176 | $12,207-98.6% | $9,423-98.1% | $13,397-98.7% |