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 | $303,091 | $214,378+41.4% | $200,582+51.1% | $142,382+112.9% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 12.90% | 46.41%-33.5pp | 42.33%-29.4pp | 217.08%-204.2pp |
| Employer contribution / active EE | $10,541 | $6,841+54.1% | $6,419+64.2% | $4,299+145.2% |
| Participant deferral / active EE | $13,136 | $9,865+33.2% | $9,331+40.8% | $6,507+101.9% |
| Admin fee / account holder | $130 | $17,692-99.3% | $16,305-99.2% | $12,624-99.0% |