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 | $261,576 | $112,729+132.0% | $98,716+165.0% | $137,256+90.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 21.80% | 38.48%-16.7pp | 31.81%-10.0pp | 220.34%-198.5pp |
| Employer contribution / active EE | $2,857 | $2,725+4.8% | $2,279+25.4% | $4,156-31.2% |
| Participant deferral / active EE | $12,150 | $4,640+161.8% | $4,048+200.2% | $6,407+89.6% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |