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 | $296,281 | $159,901+85.3% | $146,958+101.6% | $145,922+103.0% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 9.86% | 98.13%-88.3pp | 418.34%-408.5pp | 561.29%-551.4pp |
| Employer contribution / active EE | $19,408 | $5,286+267.2% | $4,933+293.4% | $4,660+316.5% |
| Participant deferral / active EE | $15,647 | $8,428+85.7% | $8,070+93.9% | $6,688+134.0% |
| Admin fee / account holder | $189 | $15,044-98.7% | $12,998-98.5% | $13,397-98.6% |