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 | $352,210 | $105,998+232.3% | $92,233+281.9% | $147,584+138.7% |
| Participation rate | 94.1% | 80.4%+13.7pp | 76.5%+17.6pp | 82.8%+11.3pp |
| Annual return | 13.38% | 50.05%-36.7pp | 176.28%-162.9pp | 578.55%-565.2pp |
| Employer contribution / active EE | $1,626 | $4,333-62.5% | $3,679-55.8% | $4,876-66.6% |
| Participant deferral / active EE | $2,691 | $4,478-39.9% | $3,897-30.9% | $5,439-50.5% |
| Admin fee / account holder | $128 | $6,332-98.0% | $5,194-97.5% | $10,885-98.8% |