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 | $302,290 | $116,175+160.2% | $93,606+222.9% | $152,861+97.8% |
| Participation rate | 80.0% | 78.0%+2.0pp | 75.8%+4.2pp | 82.4%-2.4pp |
| Annual return | 26.71% | 35.96%-9.3pp | 32.76%-6.1pp | 345.32%-318.6pp |
| Employer contribution / active EE | $8,213 | $3,218+155.2% | $2,718+202.2% | $4,762+72.5% |
| Participant deferral / active EE | $6,440 | $4,603+39.9% | $4,069+58.3% | $5,850+10.1% |
| Admin fee / account holder | $55 | $10,748-99.5% | $7,888-99.3% | $11,596-99.5% |