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 | $495,424 | $201,272+146.1% | $184,203+169.0% | $145,922+239.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 66.18% | 29.00%+37.2pp | 28.81%+37.4pp | 561.29%-495.1pp |
| Employer contribution / active EE | $4,222 | $7,022-39.9% | $6,427-34.3% | $4,660-9.4% |
| Participant deferral / active EE | $12,112 | $9,806+23.5% | $9,131+32.6% | $6,688+81.1% |
| Admin fee / account holder | $18 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |