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 | $272,363 | $117,841+131.1% | $102,423+165.9% | $145,922+86.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 19.24% | 31.65%-12.4pp | 29.32%-10.1pp | 561.29%-542.0pp |
| Employer contribution / active EE | $2,396 | $3,615-33.7% | $3,023-20.8% | $4,660-48.6% |
| Participant deferral / active EE | $10,466 | $5,731+82.6% | $5,053+107.1% | $6,688+56.5% |
| Admin fee / account holder | $161 | $13,326-98.8% | $9,451-98.3% | $13,397-98.8% |