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 | $270,467 | $148,534+82.1% | $135,903+99.0% | $139,434+94.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.83% | 79.19%-62.4pp | 68.23%-51.4pp | 372.94%-356.1pp |
| Employer contribution / active EE | $1,620 | $5,243-69.1% | $4,856-66.6% | $4,751-65.9% |
| Participant deferral / active EE | $2,835 | $8,100-65.0% | $7,758-63.5% | $6,710-57.8% |
| Admin fee / account holder | $28 | $12,400-99.8% | $10,762-99.7% | $11,403-99.8% |