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 | $252,362 | $115,770+118.0% | $101,248+149.2% | $158,922+58.8% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 19.98% | 56.14%-36.2pp | 46.47%-26.5pp | 302.83%-282.8pp |
| Employer contribution / active EE | $1,600 | $4,175-61.7% | $3,660-56.3% | $4,761-66.4% |
| Participant deferral / active EE | $10,400 | $4,957+109.8% | $4,370+138.0% | $5,982+73.9% |
| Admin fee / account holder | -$476 | $7,245-106.6% | $5,945-108.0% | $11,246-104.2% |