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 | $420,391 | $159,602+163.4% | $150,045+180.2% | $142,382+195.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.56% | 70.24%-52.7pp | 62.55%-45.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $4,150 | $4,961-16.3% | $4,693-11.6% | $4,299-3.5% |
| Participant deferral / active EE | $16,598 | $8,310+99.7% | $7,997+107.5% | $6,507+155.1% |
| Admin fee / account holder | $7 | $14,846-100.0% | $13,435-99.9% | $12,624-99.9% |