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 | $278,648 | $201,272+38.4% | $184,203+51.3% | $145,922+91.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 25.60% | 29.00%-3.4pp | 28.81%-3.2pp | 561.29%-535.7pp |
| Employer contribution / active EE | $14,290 | $7,022+103.5% | $6,427+122.3% | $4,660+206.7% |
| Participant deferral / active EE | $14,220 | $9,806+45.0% | $9,131+55.7% | $6,688+112.6% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |