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 | $275,932 | $214,378+28.7% | $200,582+37.6% | $142,382+93.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.63% | 46.41%-29.8pp | 42.33%-25.7pp | 217.08%-200.4pp |
| Employer contribution / active EE | $5,000 | $6,841-26.9% | $6,419-22.1% | $4,299+16.3% |
| Participant deferral / active EE | $11,007 | $9,865+11.6% | $9,331+18.0% | $6,507+69.2% |
| Admin fee / account holder | $18 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |