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 | $341,830 | $232,540+47.0% | $185,117+84.7% | $147,584+131.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 7.96% | 43.03%-35.1pp | 40.50%-32.5pp | 578.55%-570.6pp |
| Employer contribution / active EE | $3,303 | $5,195-36.4% | $4,182-21.0% | $4,876-32.3% |
| Participant deferral / active EE | $2,671 | $5,834-54.2% | $5,045-47.0% | $5,439-50.9% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |