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 | $336,658 | $201,272+67.3% | $184,203+82.8% | $145,922+130.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.68% | 29.00%-10.3pp | 28.81%-10.1pp | 561.29%-542.6pp |
| Employer contribution / active EE | $4,701 | $7,022-33.1% | $6,427-26.9% | $4,660+0.9% |
| Participant deferral / active EE | $22,640 | $9,806+130.9% | $9,131+147.9% | $6,688+238.5% |
| Admin fee / account holder | $239 | $16,364-98.5% | $13,901-98.3% | $13,397-98.2% |