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 | $297,830 | $150,187+98.3% | $120,354+147.5% | $145,922+104.1% |
| Participation rate | 94.7% | 78.8%+16.0pp | 71.9%+22.8pp | 80.3%+14.5pp |
| Annual return | 15.73% | 154.07%-138.3pp | 107.15%-91.4pp | 561.29%-545.6pp |
| Employer contribution / active EE | $2,217 | $4,348-49.0% | $3,463-36.0% | $4,660-52.4% |
| Participant deferral / active EE | $3,462 | $6,173-43.9% | $4,991-30.6% | $6,688-48.2% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |