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 | $326,912 | $228,332+43.2% | $185,823+75.9% | $158,922+105.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 8.82% | 40.80%-32.0pp | 35.95%-27.1pp | 302.83%-294.0pp |
| Employer contribution / active EE | $4,181 | $4,967-15.8% | $4,087+2.3% | $4,761-12.2% |
| Participant deferral / active EE | $13,690 | $6,415+113.4% | $5,632+143.1% | $5,982+128.8% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |