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 | $284,265 | $227,553+24.9% | $189,557+50.0% | $167,490+69.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 9.76% | 78.40%-68.6pp | 64.17%-54.4pp | 478.56%-468.8pp |
| Employer contribution / active EE | $7,690 | $5,316+44.6% | $4,412+74.3% | $4,837+59.0% |
| Participant deferral / active EE | $9,616 | $7,002+37.3% | $6,174+55.8% | $6,341+51.6% |
| Admin fee / account holder | $7 | $11,878-99.9% | $9,807-99.9% | $12,309-99.9% |