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 | $326,533 | $183,592+77.9% | $155,567+109.9% | $145,959+123.7% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 15.09% | 61.24%-46.1pp | 64.74%-49.6pp | 561.95%-546.9pp |
| Employer contribution / active EE | $9,893 | $5,315+86.1% | $4,674+111.7% | $4,661+112.3% |
| Participant deferral / active EE | $3,421 | $6,464-47.1% | $5,628-39.2% | $6,689-48.8% |
| Admin fee / account holder | $26 | $19,318-99.9% | $15,916-99.8% | $13,398-99.8% |