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 | $346,854 | $89,753+286.5% | $107,525+222.6% | $84,808+309.0% |
| Participation rate | 92.3% | 68.1%+24.2pp | 75.1%+17.2pp | 68.3%+24.0pp |
| Annual return | 15.13% | 29.48%-14.4pp | 181.32%-166.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $10,868 | $3,113+249.1% | $3,754+189.5% | $2,631+313.1% |
| Participant deferral / active EE | $3,534 | $4,056-12.9% | $5,116-30.9% | $4,212-16.1% |
| Admin fee / account holder | $43 | $7,222-99.4% | $8,919-99.5% | $7,344-99.4% |