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 | $350,140 | $175,202+99.8% | $149,673+133.9% | $139,434+151.1% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 37.46% | 166.71%-129.2pp | 134.42%-97.0pp | 372.94%-335.5pp |
| Employer contribution / active EE | $1,714 | $5,474-68.7% | $4,818-64.4% | $4,751-63.9% |
| Participant deferral / active EE | $6,371 | $6,519-2.3% | $5,680+12.2% | $6,710-5.1% |
| Admin fee / account holder | $12 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |