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 | $390,061 | $214,378+81.9% | $200,582+94.5% | $142,382+174.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 29.73% | 46.41%-16.7pp | 42.33%-12.6pp | 217.08%-187.4pp |
| Employer contribution / active EE | $7,095 | $6,841+3.7% | $6,419+10.5% | $4,299+65.0% |
| Participant deferral / active EE | $14,365 | $9,865+45.6% | $9,331+53.9% | $6,507+120.8% |
| Admin fee / account holder | $202 | $17,692-98.9% | $16,305-98.8% | $12,624-98.4% |