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 | $273,956 | $105,998+158.5% | $92,233+197.0% | $147,584+85.6% |
| Participation rate | 79.2% | 80.4%-1.2pp | 76.5%+2.7pp | 82.8%-3.7pp |
| Annual return | 15.19% | 50.05%-34.9pp | 176.28%-161.1pp | 578.55%-563.4pp |
| Employer contribution / active EE | $4,281 | $4,333-1.2% | $3,679+16.4% | $4,876-12.2% |
| Participant deferral / active EE | $6,523 | $4,478+45.7% | $3,897+67.4% | $5,439+19.9% |
| Admin fee / account holder | $39 | $6,332-99.4% | $5,194-99.3% | $10,885-99.6% |