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 | $285,556 | $157,256+81.6% | $141,162+102.3% | $152,861+86.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.12% | 64.32%-48.2pp | 71.39%-55.3pp | 345.32%-329.2pp |
| Employer contribution / active EE | $2,875 | $5,261-45.4% | $4,735-39.3% | $4,762-39.6% |
| Participant deferral / active EE | $5,897 | $7,109-17.1% | $6,709-12.1% | $5,850+0.8% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |