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 | $305,737 | $214,378+42.6% | $200,582+52.4% | $142,382+114.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.73% | 46.41%-27.7pp | 42.33%-23.6pp | 217.08%-198.3pp |
| Employer contribution / active EE | $19,016 | $6,841+178.0% | $6,419+196.3% | $4,299+342.3% |
| Participant deferral / active EE | $35,511 | $9,865+260.0% | $9,331+280.6% | $6,507+445.7% |
| Admin fee / account holder | $279 | $17,692-98.4% | $16,305-98.3% | $12,624-97.8% |