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 | $269,546 | $168,632+59.8% | $147,614+82.6% | $125,391+115.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.22% | 77.65%-77.4pp | 61.98%-61.8pp | 282.22%-282.0pp |
| Employer contribution / active EE | $14,578 | $6,252+133.2% | $5,564+162.0% | $4,866+199.6% |
| Participant deferral / active EE | $9,012 | $5,507+63.6% | $4,895+84.1% | $5,352+68.4% |
| Admin fee / account holder | $27 | $13,580-99.8% | $11,611-99.8% | $9,540-99.7% |