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 | $344,920 | $197,591+74.6% | $177,821+94.0% | $158,922+117.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.81% | 58.76%-49.9pp | 48.32%-39.5pp | 302.83%-294.0pp |
| Employer contribution / active EE | $9,706 | $6,697+44.9% | $5,918+64.0% | $4,761+103.9% |
| Participant deferral / active EE | $13,219 | $8,405+57.3% | $7,714+71.4% | $5,982+121.0% |
| Admin fee / account holder | $110 | $15,399-99.3% | $12,427-99.1% | $11,246-99.0% |