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 | $270,907 | $109,982+146.3% | $97,226+178.6% | $145,922+85.7% |
| Participation rate | 77.8% | 75.9%+1.8pp | 72.7%+5.1pp | 80.3%-2.5pp |
| Annual return | 23.55% | 242.90%-219.4pp | 75.13%-51.6pp | 561.29%-537.7pp |
| Employer contribution / active EE | $1,485 | $3,084-51.8% | $2,729-45.6% | $4,660-68.1% |
| Participant deferral / active EE | $7,425 | $4,676+58.8% | $4,264+74.1% | $6,688+11.0% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |