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 | $374,390 | $201,272+86.0% | $184,203+103.2% | $145,922+156.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 30.30% | 29.00%+1.3pp | 28.81%+1.5pp | 561.29%-531.0pp |
| Employer contribution / active EE | $18,645 | $7,022+165.5% | $6,427+190.1% | $4,660+300.1% |
| Participant deferral / active EE | $12,240 | $9,806+24.8% | $9,131+34.0% | $6,688+83.0% |
| Admin fee / account holder | $34 | $16,364-99.8% | $13,901-99.8% | $13,397-99.7% |