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 | $271,710 | $214,378+26.7% | $200,582+35.5% | $142,382+90.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.03% | 46.41%-26.4pp | 42.33%-22.3pp | 217.08%-197.0pp |
| Employer contribution / active EE | $2,937 | $6,841-57.1% | $6,419-54.3% | $4,299-31.7% |
| Participant deferral / active EE | $6,060 | $9,865-38.6% | $9,331-35.1% | $6,507-6.9% |
| Admin fee / account holder | $26 | $17,692-99.9% | $16,305-99.8% | $12,624-99.8% |