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 | $338,061 | $97,125+248.1% | $86,233+292.0% | $137,256+146.3% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.0%+21.0pp | 80.0%+10.0pp |
| Annual return | 21.27% | 74.19%-52.9pp | 61.39%-40.1pp | 220.34%-199.1pp |
| Employer contribution / active EE | $8,509 | $2,841+199.5% | $2,504+239.8% | $4,156+104.7% |
| Participant deferral / active EE | $7,500 | $5,180+44.8% | $4,559+64.5% | $6,407+17.1% |
| Admin fee / account holder | $5 | $9,725-100.0% | $8,342-99.9% | $12,270-100.0% |