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 | $347,278 | $197,591+75.8% | $177,821+95.3% | $158,922+118.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 30.48% | 58.76%-28.3pp | 48.32%-17.8pp | 302.83%-272.3pp |
| Employer contribution / active EE | $4,732 | $6,697-29.3% | $5,918-20.0% | $4,761-0.6% |
| Participant deferral / active EE | $14,627 | $8,405+74.0% | $7,714+89.6% | $5,982+144.5% |
| Admin fee / account holder | $14 | $15,399-99.9% | $12,427-99.9% | $11,246-99.9% |