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 | $263,619 | $99,652+164.5% | $78,778+234.6% | $147,584+78.6% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.2%+5.8pp | 82.8%-7.8pp |
| Annual return | 17.17% | 47.28%-30.1pp | 35.62%-18.5pp | 578.55%-561.4pp |
| Employer contribution / active EE | $7,535 | $2,796+169.5% | $1,986+279.5% | $4,876+54.5% |
| Participant deferral / active EE | $8,341 | $3,664+127.7% | $2,958+182.0% | $5,439+53.4% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |