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 | $321,838 | $124,185+159.2% | $108,410+196.9% | $167,490+92.2% |
| Participation rate | 72.7% | 82.3%-9.6pp | 80.1%-7.4pp | 82.1%-9.4pp |
| Annual return | 20.47% | 1379.64%-1359.2pp | 905.27%-884.8pp | 478.56%-458.1pp |
| Employer contribution / active EE | $7,035 | $4,187+68.0% | $3,558+97.7% | $4,837+45.4% |
| Participant deferral / active EE | $10,457 | $6,908+51.4% | $6,563+59.3% | $6,341+64.9% |
| Admin fee / account holder | $88 | $9,455-99.1% | $7,295-98.8% | $12,309-99.3% |