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 | $304,440 | $159,901+90.4% | $146,958+107.2% | $145,922+108.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.46% | 98.13%-86.7pp | 418.34%-406.9pp | 561.29%-549.8pp |
| Employer contribution / active EE | $1,620 | $5,286-69.4% | $4,933-67.2% | $4,660-65.2% |
| Participant deferral / active EE | $2,835 | $8,428-66.4% | $8,070-64.9% | $6,688-57.6% |
| Admin fee / account holder | $35 | $15,044-99.8% | $12,998-99.7% | $13,397-99.7% |