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 | $307,006 | $152,587+101.2% | $125,175+145.3% | $152,861+100.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 24.62% | 54.84%-30.2pp | 43.79%-19.2pp | 345.32%-320.7pp |
| Employer contribution / active EE | $15,909 | $4,946+221.6% | $3,865+311.6% | $4,762+234.1% |
| Participant deferral / active EE | $8,242 | $5,868+40.5% | $4,937+66.9% | $5,850+40.9% |
| Admin fee / account holder | $123 | $13,434-99.1% | $9,702-98.7% | $11,596-98.9% |