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 | $269,586 | $185,822+45.1% | $169,993+58.6% | $139,434+93.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.70% | 60.50%-38.8pp | 53.37%-31.7pp | 372.94%-351.2pp |
| Employer contribution / active EE | $10,260 | $7,590+35.2% | $6,785+51.2% | $4,751+116.0% |
| Participant deferral / active EE | $19,357 | $11,622+66.6% | $10,408+86.0% | $6,710+188.5% |
| Admin fee / account holder | $32 | $15,381-99.8% | $12,815-99.7% | $11,403-99.7% |