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 | $280,876 | $183,963+52.7% | $162,163+73.2% | $152,861+83.7% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 17.92% | 150.76%-132.8pp | 115.59%-97.7pp | 345.32%-327.4pp |
| Employer contribution / active EE | $15,039 | $6,371+136.1% | $5,614+167.9% | $4,762+215.8% |
| Participant deferral / active EE | $0 | $8,034-100.0% | $7,298-100.0% | $5,850-100.0% |
| Admin fee / account holder | $133 | $13,121-99.0% | $10,843-98.8% | $11,596-98.9% |