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 | $451,741 | $105,998+326.2% | $92,233+389.8% | $147,584+206.1% |
| Participation rate | 73.3% | 80.4%-7.1pp | 76.5%-3.1pp | 82.8%-9.5pp |
| Annual return | 14.89% | 50.05%-35.2pp | 176.28%-161.4pp | 578.55%-563.7pp |
| Employer contribution / active EE | $4,484 | $4,333+3.5% | $3,679+21.9% | $4,876-8.0% |
| Participant deferral / active EE | $8,468 | $4,478+89.1% | $3,897+117.3% | $5,439+55.7% |
| Admin fee / account holder | $3 | $6,332-99.9% | $5,194-99.9% | $10,885-100.0% |