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 | $438,808 | $159,934+174.4% | $147,005+198.5% | $145,959+200.6% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 20.15% | 98.24%-78.1pp | 418.76%-398.6pp | 561.95%-541.8pp |
| Employer contribution / active EE | $2,291 | $5,287-56.7% | $4,934-53.6% | $4,661-50.8% |
| Participant deferral / active EE | $11,710 | $8,427+39.0% | $8,070+45.1% | $6,689+75.1% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |