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 | $322,797 | $214,378+50.6% | $200,582+60.9% | $142,382+126.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.22% | 46.41%-26.2pp | 42.33%-22.1pp | 217.08%-196.9pp |
| Employer contribution / active EE | $18,559 | $6,841+171.3% | $6,419+189.1% | $4,299+331.7% |
| Participant deferral / active EE | $12,458 | $9,865+26.3% | $9,331+33.5% | $6,507+91.4% |
| Admin fee / account holder | $5 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |