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 | $314,263 | $157,256+99.8% | $141,162+122.6% | $152,861+105.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.94% | 64.32%-42.4pp | 71.39%-49.4pp | 345.32%-323.4pp |
| Employer contribution / active EE | $1,837 | $5,261-65.1% | $4,735-61.2% | $4,762-61.4% |
| Participant deferral / active EE | $2,981 | $7,109-58.1% | $6,709-55.6% | $5,850-49.0% |
| Admin fee / account holder | $65 | $12,120-99.5% | $10,261-99.4% | $11,596-99.4% |