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 | $310,219 | $210,698+47.2% | $178,014+74.3% | $145,959+112.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.31% | 386.27%-377.0pp | 294.80%-285.5pp | 561.95%-552.6pp |
| Employer contribution / active EE | $3,280 | $4,567-28.2% | $3,950-17.0% | $4,661-29.6% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,276-100.0% | $6,689-100.0% |
| Admin fee / account holder | $114 | $12,016-99.1% | $10,362-98.9% | $13,398-99.2% |