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 | $327,685 | $228,332+43.5% | $185,823+76.3% | $158,922+106.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 18.75% | 40.80%-22.1pp | 35.95%-17.2pp | 302.83%-284.1pp |
| Employer contribution / active EE | $3,247 | $4,967-34.6% | $4,087-20.6% | $4,761-31.8% |
| Participant deferral / active EE | $10,640 | $6,415+65.9% | $5,632+88.9% | $5,982+77.9% |
| Admin fee / account holder | $145 | $11,864-98.8% | $9,500-98.5% | $11,246-98.7% |