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 | $265,487 | $140,940+88.4% | $112,229+136.6% | $139,434+90.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.33% | 32.71%-12.4pp | 30.20%-9.9pp | 372.94%-352.6pp |
| Employer contribution / active EE | $3,163 | $4,283-26.2% | $3,430-7.8% | $4,751-33.4% |
| Participant deferral / active EE | $0 | $5,874-100.0% | $4,798-100.0% | $6,710-100.0% |
| Admin fee / account holder | $18 | $9,954-99.8% | $7,748-99.8% | $11,403-99.8% |