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 | $284,228 | $114,047+149.2% | $96,139+195.6% | $167,490+69.7% |
| Participation rate | 73.7% | 75.1%-1.4pp | 68.4%+5.2pp | 82.1%-8.4pp |
| Annual return | 16.58% | 189.88%-173.3pp | 191.94%-175.4pp | 478.56%-462.0pp |
| Employer contribution / active EE | $3,390 | $3,427-1.1% | $2,797+21.2% | $4,837-29.9% |
| Participant deferral / active EE | $6,091 | $5,194+17.3% | $4,349+40.1% | $6,341-3.9% |
| Admin fee / account holder | $9 | $6,897-99.9% | $5,537-99.8% | $12,309-99.9% |