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 | $256,652 | $178,174+44.0% | $156,181+64.3% | $137,256+87.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 19.48% | 84.19%-64.7pp | 64.87%-45.4pp | 220.34%-200.9pp |
| Employer contribution / active EE | $5,250 | $4,972+5.6% | $4,294+22.3% | $4,156+26.3% |
| Participant deferral / active EE | $13,414 | $6,888+94.8% | $6,132+118.8% | $6,407+109.4% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |