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 | $379,055 | $210,648+79.9% | $177,989+113.0% | $145,922+159.8% |
| Participation rate | 90.0% | 80.8%+9.2pp | 77.1%+12.9pp | 80.3%+9.7pp |
| Annual return | 21.00% | 385.86%-364.9pp | 294.48%-273.5pp | 561.29%-540.3pp |
| Employer contribution / active EE | $6,636 | $4,565+45.4% | $3,949+68.1% | $4,660+42.4% |
| Participant deferral / active EE | $12,699 | $6,958+82.5% | $6,276+102.3% | $6,688+89.9% |
| Admin fee / account holder | $6 | $12,013-100.0% | $10,363-99.9% | $13,397-100.0% |