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 | $348,923 | $201,272+73.4% | $184,203+89.4% | $145,922+139.1% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 12.52% | 29.00%-16.5pp | 28.81%-16.3pp | 561.29%-548.8pp |
| Employer contribution / active EE | $9,633 | $7,022+37.2% | $6,427+49.9% | $4,660+106.7% |
| Participant deferral / active EE | $10,583 | $9,806+7.9% | $9,131+15.9% | $6,688+58.3% |
| Admin fee / account holder | $11 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |