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 | $488,808 | $157,256+210.8% | $141,162+246.3% | $152,861+219.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 33.02% | 64.32%-31.3pp | 71.39%-38.4pp | 345.32%-312.3pp |
| Employer contribution / active EE | $6,018 | $5,261+14.4% | $4,735+27.1% | $4,762+26.4% |
| Participant deferral / active EE | $8,531 | $7,109+20.0% | $6,709+27.2% | $5,850+45.8% |
| Admin fee / account holder | $262 | $12,120-97.8% | $10,261-97.4% | $11,596-97.7% |