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 | $325,107 | $209,336+55.3% | $197,124+64.9% | $137,256+136.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.54% | 48.09%-31.6pp | 44.34%-27.8pp | 220.34%-203.8pp |
| Employer contribution / active EE | $23,136 | $6,591+251.0% | $6,227+271.5% | $4,156+456.7% |
| Participant deferral / active EE | $5,914 | $9,614-38.5% | $9,135-35.3% | $6,407-7.7% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |