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 | $254,732 | $103,376+146.4% | $87,100+192.5% | $152,861+66.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 19.02% | 28.10%-9.1pp | 28.19%-9.2pp | 345.32%-326.3pp |
| Employer contribution / active EE | $2,091 | $3,220-35.1% | $2,521-17.1% | $4,762-56.1% |
| Participant deferral / active EE | $3,556 | $4,778-25.6% | $4,049-12.2% | $5,850-39.2% |
| Admin fee / account holder | $82 | $12,205-99.3% | $7,497-98.9% | $11,596-99.3% |