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 | $338,446 | $214,378+57.9% | $200,582+68.7% | $142,382+137.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.74% | 46.41%-31.7pp | 42.33%-27.6pp | 217.08%-202.3pp |
| Employer contribution / active EE | $8,089 | $6,841+18.2% | $6,419+26.0% | $4,299+88.1% |
| Participant deferral / active EE | $4,356 | $9,865-55.8% | $9,331-53.3% | $6,507-33.1% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |