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 | $359,770 | $201,272+78.7% | $184,203+95.3% | $145,922+146.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.50% | 29.00%-11.5pp | 28.81%-11.3pp | 561.29%-543.8pp |
| Employer contribution / active EE | $3,691 | $7,022-47.4% | $6,427-42.6% | $4,660-20.8% |
| Participant deferral / active EE | $7,158 | $9,806-27.0% | $9,131-21.6% | $6,688+7.0% |
| Admin fee / account holder | $171 | $16,364-99.0% | $13,901-98.8% | $13,397-98.7% |