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 | $265,785 | $201,272+32.1% | $184,203+44.3% | $145,922+82.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.34% | 29.00%-15.7pp | 28.81%-15.5pp | 561.29%-547.9pp |
| Employer contribution / active EE | $17,891 | $7,022+154.8% | $6,427+178.4% | $4,660+284.0% |
| Participant deferral / active EE | $11,063 | $9,806+12.8% | $9,131+21.2% | $6,688+65.4% |
| Admin fee / account holder | $148 | $16,364-99.1% | $13,901-98.9% | $13,397-98.9% |