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 | $426,225 | $177,572+140.0% | $154,803+175.3% | $142,382+199.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.95% | 65.07%-51.1pp | 58.88%-44.9pp | 217.08%-203.1pp |
| Employer contribution / active EE | $2,501 | $4,810-48.0% | $4,305-41.9% | $4,299-41.8% |
| Participant deferral / active EE | $2,697 | $6,272-57.0% | $5,540-51.3% | $6,507-58.6% |
| Admin fee / account holder | $12 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |