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 | $352,192 | $185,822+89.5% | $169,993+107.2% | $139,434+152.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 25.24% | 60.50%-35.3pp | 53.37%-28.1pp | 372.94%-347.7pp |
| Employer contribution / active EE | $1,970 | $7,590-74.0% | $6,785-71.0% | $4,751-58.5% |
| Participant deferral / active EE | $8,247 | $11,622-29.0% | $10,408-20.8% | $6,710+22.9% |
| Admin fee / account holder | $9 | $15,381-99.9% | $12,815-99.9% | $11,403-99.9% |