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 | $308,645 | $227,553+35.6% | $189,557+62.8% | $167,490+84.3% |
| Participation rate | 73.3% | 82.5%-9.2pp | 78.4%-5.1pp | 82.1%-8.8pp |
| Annual return | 14.08% | 78.40%-64.3pp | 64.17%-50.1pp | 478.56%-464.5pp |
| Employer contribution / active EE | $2,508 | $5,316-52.8% | $4,412-43.2% | $4,837-48.1% |
| Participant deferral / active EE | $12,313 | $7,002+75.8% | $6,174+99.4% | $6,341+94.2% |
| Admin fee / account holder | $1 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |