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 | $268,485 | $755,339-64.5% | $379,746-29.3% | $158,922+68.9% |
| Participation rate | 93.3% | 81.8%+11.6pp | 78.4%+14.9pp | 82.0%+11.4pp |
| Annual return | 18.37% | 53.41%-35.0pp | 34.90%-16.5pp | 302.83%-284.5pp |
| Employer contribution / active EE | $9,187 | $4,685+96.1% | $3,540+159.5% | $4,761+93.0% |
| Participant deferral / active EE | $12,298 | $7,938+54.9% | $6,024+104.1% | $5,982+105.6% |
| Admin fee / account holder | $0 | $14,482-100.0% | $7,927-100.0% | $11,246-100.0% |