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 | $440,146 | $227,553+93.4% | $189,557+132.2% | $167,490+162.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 32.88% | 78.40%-45.5pp | 64.17%-31.3pp | 478.56%-445.7pp |
| Employer contribution / active EE | $3,179 | $5,316-40.2% | $4,412-28.0% | $4,837-34.3% |
| Participant deferral / active EE | $10,198 | $7,002+45.6% | $6,174+65.2% | $6,341+60.8% |
| Admin fee / account holder | $124 | $11,878-99.0% | $9,807-98.7% | $12,309-99.0% |