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 | $317,095 | $159,602+98.7% | $150,045+111.3% | $142,382+122.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.29% | 70.24%-49.9pp | 62.55%-42.3pp | 217.08%-196.8pp |
| Employer contribution / active EE | $4,152 | $4,961-16.3% | $4,693-11.5% | $4,299-3.4% |
| Participant deferral / active EE | $6,419 | $8,310-22.8% | $7,997-19.7% | $6,507-1.4% |
| Admin fee / account holder | $45 | $14,846-99.7% | $13,435-99.7% | $12,624-99.6% |