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 | $257,723 | $201,272+28.0% | $184,203+39.9% | $145,922+76.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.22% | 29.00%-13.8pp | 28.81%-13.6pp | 561.29%-546.1pp |
| Employer contribution / active EE | $1,673 | $7,022-76.2% | $6,427-74.0% | $4,660-64.1% |
| Participant deferral / active EE | $16,225 | $9,806+65.5% | $9,131+77.7% | $6,688+142.6% |
| Admin fee / account holder | $212 | $16,364-98.7% | $13,901-98.5% | $13,397-98.4% |