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 | $535,411 | $172,111+211.1% | $150,298+256.2% | $137,256+290.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.78% | 69.37%-49.6pp | 62.79%-43.0pp | 220.34%-200.6pp |
| Employer contribution / active EE | $7,433 | $4,636+60.3% | $4,154+78.9% | $4,156+78.8% |
| Participant deferral / active EE | $30,375 | $6,166+392.6% | $5,453+457.1% | $6,407+374.1% |
| Admin fee / account holder | $70 | $16,471-99.6% | $14,116-99.5% | $12,270-99.4% |