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 | $361,513 | $214,378+68.6% | $200,582+80.2% | $142,382+153.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.72% | 46.41%-30.7pp | 42.33%-26.6pp | 217.08%-201.4pp |
| Employer contribution / active EE | $7,594 | $6,841+11.0% | $6,419+18.3% | $4,299+76.6% |
| Participant deferral / active EE | $9,912 | $9,865+0.5% | $9,331+6.2% | $6,507+52.3% |
| Admin fee / account holder | $78 | $17,692-99.6% | $16,305-99.5% | $12,624-99.4% |