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 | $381,527 | $201,272+89.6% | $184,203+107.1% | $145,922+161.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.04% | 29.00%-17.0pp | 28.81%-16.8pp | 561.29%-549.2pp |
| Employer contribution / active EE | $2,777 | $7,022-60.5% | $6,427-56.8% | $4,660-40.4% |
| Participant deferral / active EE | $13,662 | $9,806+39.3% | $9,131+49.6% | $6,688+104.3% |
| Admin fee / account holder | $126 | $16,364-99.2% | $13,901-99.1% | $13,397-99.1% |