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 | $304,357 | $167,307+81.9% | $143,757+111.7% | $134,475+126.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 36.06% | 0.46%+35.6pp | -0.04%+36.1pp | 417.96%-381.9pp |
| Employer contribution / active EE | $13,252 | $5,619+135.8% | $4,951+167.7% | $4,740+179.6% |
| Participant deferral / active EE | $21,513 | $6,446+233.8% | $5,637+281.6% | $6,400+236.2% |
| Admin fee / account holder | $101 | $18,088-99.4% | $14,673-99.3% | $11,426-99.1% |