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 | $321,021 | $167,484+91.7% | $151,611+111.7% | $134,475+138.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -6.88% | 7.80%-14.7pp | 3.33%-10.2pp | 417.96%-424.8pp |
| Employer contribution / active EE | $26,616 | $6,829+289.7% | $6,166+331.7% | $4,740+461.6% |
| Participant deferral / active EE | $18,065 | $8,986+101.0% | $8,363+116.0% | $6,400+182.3% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |