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 | $319,334 | $106,584+199.6% | $101,326+215.2% | $142,382+124.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.87% | 36.93%-18.1pp | 36.82%-17.9pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,407 | $3,956-39.2% | $3,665-34.3% | $4,299-44.0% |
| Participant deferral / active EE | $13,073 | $8,297+57.6% | $7,994+63.5% | $6,507+100.9% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |