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 7-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 | $276,161 | $183,963+50.1% | $162,163+70.3% | $152,861+80.7% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 0.00% | 150.76%-150.8pp | 115.59%-115.6pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,427 | $6,371-61.9% | $5,614-56.8% | $4,762-49.0% |
| Participant deferral / active EE | $5,485 | $8,034-31.7% | $7,298-24.8% | $5,850-6.2% |
| Admin fee / account holder | $22 | $13,121-99.8% | $10,843-99.8% | $11,596-99.8% |