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 | $294,709 | $109,327+169.6% | $89,391+229.7% | $158,922+85.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 17.90% | 345.68%-327.8pp | 245.62%-227.7pp | 302.83%-284.9pp |
| Employer contribution / active EE | $3,487 | $3,170+10.0% | $2,586+34.9% | $4,761-26.8% |
| Participant deferral / active EE | $4,446 | $4,598-3.3% | $3,890+14.3% | $5,982-25.7% |
| Admin fee / account holder | $12 | $6,153-99.8% | $4,881-99.8% | $11,246-99.9% |