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 | $463,164 | $159,602+190.2% | $150,045+208.7% | $142,382+225.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.13% | 70.24%-54.1pp | 62.55%-46.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $3,684 | $4,961-25.7% | $4,693-21.5% | $4,299-14.3% |
| Participant deferral / active EE | $11,350 | $8,310+36.6% | $7,997+41.9% | $6,507+74.4% |
| Admin fee / account holder | $46 | $14,846-99.7% | $13,435-99.7% | $12,624-99.6% |