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 | $277,364 | $124,281+123.2% | $109,143+154.1% | $167,490+65.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 20.22% | 26.04%-5.8pp | 25.75%-5.5pp | 478.56%-458.3pp |
| Employer contribution / active EE | $1,000 | $4,207-76.2% | $3,722-73.1% | $4,837-79.3% |
| Participant deferral / active EE | $2,100 | $5,255-60.0% | $4,653-54.9% | $6,341-66.9% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |