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 | $369,476 | $133,958+175.8% | $112,228+229.2% | $134,475+174.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.99% | 47.11%-66.1pp | 27.45%-46.4pp | 417.96%-437.0pp |
| Employer contribution / active EE | $13,233 | $4,038+227.7% | $3,635+264.1% | $4,740+179.2% |
| Participant deferral / active EE | $17,287 | $5,291+226.7% | $4,728+265.6% | $6,400+170.1% |
| Admin fee / account holder | $14 | $7,489-99.8% | $6,410-99.8% | $11,426-99.9% |