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 | $259,689 | $99,079+162.1% | $77,999+232.9% | $273,961-5.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 7.23% | 217.93%-210.7pp | 425.96%-418.7pp | 41.45%-34.2pp |
| Employer contribution / active EE | $3,718 | $3,308+12.4% | $2,470+50.5% | $4,869-23.6% |
| Participant deferral / active EE | $10,245 | $4,306+137.9% | $3,497+193.0% | $5,287+93.8% |
| Admin fee / account holder | $46 | $8,954-99.5% | $5,480-99.2% | $10,132-99.5% |