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 | $252,390 | $178,174+41.7% | $156,181+61.6% | $137,256+83.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 16.11% | 84.19%-68.1pp | 64.87%-48.8pp | 220.34%-204.2pp |
| Employer contribution / active EE | $15,348 | $4,972+208.7% | $4,294+257.4% | $4,156+269.3% |
| Participant deferral / active EE | $22,285 | $6,888+223.5% | $6,132+263.4% | $6,407+247.8% |
| Admin fee / account holder | $164 | $17,404-99.1% | $14,586-98.9% | $12,270-98.7% |