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 | $275,581 | $185,822+48.3% | $169,993+62.1% | $139,434+97.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.93% | 60.50%-47.6pp | 53.37%-40.4pp | 372.94%-360.0pp |
| Employer contribution / active EE | $3,095 | $7,590-59.2% | $6,785-54.4% | $4,751-34.8% |
| Participant deferral / active EE | $6,230 | $11,622-46.4% | $10,408-40.1% | $6,710-7.2% |
| Admin fee / account holder | $28 | $15,381-99.8% | $12,815-99.8% | $11,403-99.8% |