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 | $326,228 | $214,378+52.2% | $200,582+62.6% | $142,382+129.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.56% | 46.41%-33.8pp | 42.33%-29.8pp | 217.08%-204.5pp |
| Employer contribution / active EE | $28,328 | $6,841+314.1% | $6,419+341.3% | $4,299+558.9% |
| Participant deferral / active EE | $13,125 | $9,865+33.0% | $9,331+40.7% | $6,507+101.7% |
| Admin fee / account holder | $72 | $17,692-99.6% | $16,305-99.6% | $12,624-99.4% |