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 | $250,937 | $138,044+81.8% | $125,339+100.2% | $134,475+86.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 2.49% | 750.33%-747.8pp | 572.05%-569.6pp | 417.96%-415.5pp |
| Employer contribution / active EE | $3,102 | $5,243-40.8% | $4,814-35.6% | $4,740-34.5% |
| Participant deferral / active EE | $10,787 | $7,799+38.3% | $7,446+44.9% | $6,400+68.6% |
| Admin fee / account holder | $37 | $11,571-99.7% | $10,010-99.6% | $11,426-99.7% |