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 | $274,021 | $175,202+56.4% | $149,673+83.1% | $139,434+96.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.16% | 166.71%-147.6pp | 134.42%-115.3pp | 372.94%-353.8pp |
| Employer contribution / active EE | $4,123 | $5,474-24.7% | $4,818-14.4% | $4,751-13.2% |
| Participant deferral / active EE | $13,660 | $6,519+109.6% | $5,680+140.5% | $6,710+103.6% |
| Admin fee / account holder | $105 | $16,150-99.4% | $13,210-99.2% | $11,403-99.1% |