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 | $345,117 | $159,602+116.2% | $150,045+130.0% | $142,382+142.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.08% | 70.24%-51.2pp | 62.55%-43.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $4,291 | $4,961-13.5% | $4,693-8.6% | $4,299-0.2% |
| Participant deferral / active EE | $13,148 | $8,310+58.2% | $7,997+64.4% | $6,507+102.1% |
| Admin fee / account holder | $79 | $14,846-99.5% | $13,435-99.4% | $12,624-99.4% |