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 | $521,330 | $183,519+184.1% | $155,509+235.2% | $145,922+257.3% |
| Participation rate | 93.3% | 82.7%+10.7pp | 78.2%+15.1pp | 80.3%+13.1pp |
| Annual return | 13.77% | 61.17%-47.4pp | 64.67%-50.9pp | 561.29%-547.5pp |
| Employer contribution / active EE | $2,663 | $5,313-49.9% | $4,672-43.0% | $4,660-42.9% |
| Participant deferral / active EE | $21,496 | $6,462+232.6% | $5,626+282.1% | $6,688+221.4% |
| Admin fee / account holder | $238 | $19,313-98.8% | $15,912-98.5% | $13,397-98.2% |