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 | $274,102 | $104,251+162.9% | $91,001+201.2% | $147,584+85.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 12.40% | 27.06%-14.7pp | 4.60%+7.8pp | 578.55%-566.1pp |
| Employer contribution / active EE | $2,986 | $3,116-4.2% | $2,456+21.6% | $4,876-38.8% |
| Participant deferral / active EE | $7,542 | $4,195+79.8% | $3,547+112.6% | $5,439+38.7% |
| Admin fee / account holder | $25 | $8,948-99.7% | $5,417-99.5% | $10,885-99.8% |