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 | $266,944 | $183,519+45.5% | $155,509+71.7% | $145,922+82.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.94% | 61.17%-41.2pp | 64.67%-44.7pp | 561.29%-541.3pp |
| Employer contribution / active EE | $1,953 | $5,313-63.2% | $4,672-58.2% | $4,660-58.1% |
| Participant deferral / active EE | $19,490 | $6,462+201.6% | $5,626+246.4% | $6,688+191.4% |
| Admin fee / account holder | $209 | $19,313-98.9% | $15,912-98.7% | $13,397-98.4% |