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 | $251,234 | $201,272+24.8% | $184,203+36.4% | $145,922+72.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.85% | 29.00%-18.2pp | 28.81%-18.0pp | 561.29%-550.4pp |
| Employer contribution / active EE | $18,424 | $7,022+162.4% | $6,427+186.7% | $4,660+295.4% |
| Participant deferral / active EE | $10,252 | $9,806+4.5% | $9,131+12.3% | $6,688+53.3% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |