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 | $486,199 | $172,111+182.5% | $150,298+223.5% | $137,256+254.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.03% | 69.37%-49.3pp | 62.79%-42.8pp | 220.34%-200.3pp |
| Employer contribution / active EE | $3,881 | $4,636-16.3% | $4,154-6.6% | $4,156-6.6% |
| Participant deferral / active EE | $10,463 | $6,166+69.7% | $5,453+91.9% | $6,407+63.3% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |