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 | $254,961 | $179,726+41.9% | $156,263+63.2% | $142,382+79.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 18.13% | 77.86%-59.7pp | 59.47%-41.3pp | 217.08%-198.9pp |
| Employer contribution / active EE | $2,030 | $5,069-60.0% | $4,333-53.2% | $4,299-52.8% |
| Participant deferral / active EE | $4,350 | $6,956-37.5% | $6,158-29.4% | $6,507-33.1% |
| Admin fee / account holder | $8 | $17,272-100.0% | $14,255-99.9% | $12,624-99.9% |