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 | $267,157 | $179,726+48.6% | $156,263+71.0% | $142,382+87.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 19.13% | 77.86%-58.7pp | 59.47%-40.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $62,247 | $5,069+1127.9% | $4,333+1336.5% | $4,299+1347.9% |
| Participant deferral / active EE | $10,602 | $6,956+52.4% | $6,158+72.1% | $6,507+62.9% |
| Admin fee / account holder | $7 | $17,272-100.0% | $14,255-99.9% | $12,624-99.9% |