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 | $252,048 | $183,519+37.3% | $155,509+62.1% | $145,922+72.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.42% | 61.17%-45.7pp | 64.67%-49.2pp | 561.29%-545.9pp |
| Employer contribution / active EE | $7,541 | $5,313+41.9% | $4,672+61.4% | $4,660+61.8% |
| Participant deferral / active EE | $5,002 | $6,462-22.6% | $5,626-11.1% | $6,688-25.2% |
| Admin fee / account holder | $181 | $19,313-99.1% | $15,912-98.9% | $13,397-98.7% |