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 | $259,821 | $162,781+59.6% | $133,956+94.0% | $158,922+63.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 27.90% | 41.94%-14.0pp | 45.09%-17.2pp | 302.83%-274.9pp |
| Employer contribution / active EE | $1,268 | $4,975-74.5% | $3,919-67.6% | $4,761-73.4% |
| Participant deferral / active EE | $3,752 | $5,911-36.5% | $5,048-25.7% | $5,982-37.3% |
| Admin fee / account holder | $30 | $11,736-99.7% | $8,927-99.7% | $11,246-99.7% |