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 | $403,392 | $82,286+390.2% | $68,791+486.4% | $134,475+200.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | 20.21% | -2.19%+22.4pp | -6.38%+26.6pp | 417.96%-397.7pp |
| Employer contribution / active EE | $4,519 | $3,301+36.9% | $2,655+70.2% | $4,740-4.7% |
| Participant deferral / active EE | $5,426 | $4,739+14.5% | $3,941+37.7% | $6,400-15.2% |
| Admin fee / account holder | $57 | $6,481-99.1% | $4,932-98.9% | $11,426-99.5% |