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 | $363,262 | $176,377+106.0% | $134,143+170.8% | $158,922+128.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 5.55% | 63.63%-58.1pp | 36.33%-30.8pp | 302.83%-297.3pp |
| Employer contribution / active EE | $2,307 | $5,040-54.2% | $3,704-37.7% | $4,761-51.5% |
| Participant deferral / active EE | $4,445 | $4,091+8.7% | $3,499+27.1% | $5,982-25.7% |
| Admin fee / account holder | $25 | $8,718-99.7% | $6,684-99.6% | $11,246-99.8% |