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 | $300,307 | $167,484+79.3% | $151,611+98.1% | $134,475+123.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.76% | 7.80%-24.6pp | 3.33%-20.1pp | 417.96%-434.7pp |
| Employer contribution / active EE | $19,020 | $6,829+178.5% | $6,166+208.5% | $4,740+301.3% |
| Participant deferral / active EE | $11,908 | $8,986+32.5% | $8,363+42.4% | $6,400+86.1% |
| Admin fee / account holder | $40 | $13,783-99.7% | $11,616-99.7% | $11,426-99.6% |