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 | $271,109 | $175,202+54.7% | $149,673+81.1% | $139,434+94.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.22% | 166.71%-150.5pp | 134.42%-118.2pp | 372.94%-356.7pp |
| Employer contribution / active EE | $10,379 | $5,474+89.6% | $4,818+115.4% | $4,751+118.5% |
| Participant deferral / active EE | $4,708 | $6,519-27.8% | $5,680-17.1% | $6,710-29.8% |
| Admin fee / account holder | $49 | $16,150-99.7% | $13,210-99.6% | $11,403-99.6% |