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 | $278,139 | $150,440+84.9% | $136,294+104.1% | $147,584+88.5% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 19.66% | 1049.08%-1029.4pp | 5155.94%-5136.3pp | 578.55%-558.9pp |
| Employer contribution / active EE | $7,074 | $5,256+34.6% | $4,695+50.7% | $4,876+45.1% |
| Participant deferral / active EE | $10,582 | $6,630+59.6% | $6,247+69.4% | $5,439+94.6% |
| Admin fee / account holder | $44 | $10,905-99.6% | $9,243-99.5% | $10,885-99.6% |