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 | $380,911 | $118,849+220.5% | $96,562+294.5% | $167,490+127.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 14.58% | 50.49%-35.9pp | 37.78%-23.2pp | 478.56%-464.0pp |
| Employer contribution / active EE | $4,066 | $3,120+30.3% | $2,356+72.5% | $4,837-16.0% |
| Participant deferral / active EE | $3,465 | $4,616-24.9% | $3,849-10.0% | $6,341-45.4% |
| Admin fee / account holder | $83 | $8,065-99.0% | $6,181-98.7% | $12,309-99.3% |