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 | $399,287 | $165,984+140.6% | $164,813+142.3% | $145,922+173.6% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.6%+12.3pp | 80.3%+10.6pp |
| Annual return | 17.10% | 100.03%-82.9pp | 69.93%-52.8pp | 561.29%-544.2pp |
| Employer contribution / active EE | $1,938 | $5,273-63.2% | $4,341-55.4% | $4,660-58.4% |
| Participant deferral / active EE | $11,953 | $6,959+71.8% | $6,031+98.2% | $6,688+78.7% |
| Admin fee / account holder | $16 | $16,648-99.9% | $12,690-99.9% | $13,397-99.9% |