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 | $432,196 | $197,591+118.7% | $177,821+143.1% | $158,922+172.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 23.78% | 58.76%-35.0pp | 48.32%-24.5pp | 302.83%-279.0pp |
| Employer contribution / active EE | $8,269 | $6,697+23.5% | $5,918+39.7% | $4,761+73.7% |
| Participant deferral / active EE | $17,432 | $8,405+107.4% | $7,714+126.0% | $5,982+191.4% |
| Admin fee / account holder | $44 | $15,399-99.7% | $12,427-99.6% | $11,246-99.6% |