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 | $252,511 | $140,588+79.6% | $123,104+105.1% | $125,391+101.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.58% | 16.80%-18.4pp | 13.22%-14.8pp | 282.22%-283.8pp |
| Employer contribution / active EE | $8,795 | $6,041+45.6% | $5,151+70.7% | $4,866+80.7% |
| Participant deferral / active EE | $3,809 | $6,980-45.4% | $6,230-38.9% | $5,352-28.8% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |