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 | $333,873 | $165,335+101.9% | $149,696+123.0% | $158,922+110.1% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 11.88% | 348.15%-336.3pp | 276.60%-264.7pp | 302.83%-290.9pp |
| Employer contribution / active EE | $1,717 | $5,103-66.3% | $4,644-63.0% | $4,761-63.9% |
| Participant deferral / active EE | $0 | $7,181-100.0% | $6,842-100.0% | $5,982-100.0% |
| Admin fee / account holder | $195 | $10,807-98.2% | $9,309-97.9% | $11,246-98.3% |