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 | $296,588 | $179,726+65.0% | $156,263+89.8% | $142,382+108.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.50% | 77.86%-60.4pp | 59.47%-42.0pp | 217.08%-199.6pp |
| Employer contribution / active EE | $8,954 | $5,069+76.6% | $4,333+106.7% | $4,299+108.3% |
| Participant deferral / active EE | $9,697 | $6,956+39.4% | $6,158+57.5% | $6,507+49.0% |
| Admin fee / account holder | $39 | $17,272-99.8% | $14,255-99.7% | $12,624-99.7% |