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 | $341,654 | $202,432+68.8% | $169,368+101.7% | $139,434+145.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 21.12% | 531.74%-510.6pp | 405.60%-384.5pp | 372.94%-351.8pp |
| Employer contribution / active EE | $3,428 | $4,692-26.9% | $4,013-14.6% | $4,751-27.8% |
| Participant deferral / active EE | $8,630 | $6,938+24.4% | $6,221+38.7% | $6,710+28.6% |
| Admin fee / account holder | $30 | $10,708-99.7% | $9,003-99.7% | $11,403-99.7% |