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 | $497,428 | $172,111+189.0% | $150,298+231.0% | $137,256+262.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.17% | 69.37%-57.2pp | 62.79%-50.6pp | 220.34%-208.2pp |
| Employer contribution / active EE | $3,071 | $4,636-33.8% | $4,154-26.1% | $4,156-26.1% |
| Participant deferral / active EE | $5,783 | $6,166-6.2% | $5,453+6.1% | $6,407-9.7% |
| Admin fee / account holder | $43 | $16,471-99.7% | $14,116-99.7% | $12,270-99.7% |