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 | $312,167 | $140,588+122.0% | $123,104+153.6% | $125,391+149.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 2.17% | 16.80%-14.6pp | 13.22%-11.0pp | 282.22%-280.0pp |
| Employer contribution / active EE | $35,200 | $6,041+482.6% | $5,151+583.3% | $4,866+623.4% |
| Participant deferral / active EE | $7,200 | $6,980+3.1% | $6,230+15.6% | $5,352+34.5% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |