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 | $254,831 | $201,272+26.6% | $184,203+38.3% | $145,922+74.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.51% | 29.00%-14.5pp | 28.81%-14.3pp | 561.29%-546.8pp |
| Employer contribution / active EE | $9,117 | $7,022+29.8% | $6,427+41.8% | $4,660+95.7% |
| Participant deferral / active EE | $12,702 | $9,806+29.5% | $9,131+39.1% | $6,688+89.9% |
| Admin fee / account holder | $137 | $16,364-99.2% | $13,901-99.0% | $13,397-99.0% |