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 | $455,761 | $104,974+334.2% | $95,585+376.8% | $142,382+220.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 16.14% | 210.33%-194.2pp | 38.56%-22.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,882 | $2,779+3.7% | $2,527+14.1% | $4,299-33.0% |
| Participant deferral / active EE | $21,467 | $4,352+393.3% | $4,023+433.7% | $6,507+229.9% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |