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 | $250,591 | $87,166+187.5% | $76,735+226.6% | $137,256+82.6% |
| Participation rate | 80.0% | 74.4%+5.6pp | 69.5%+10.5pp | 80.0%0pp |
| Annual return | 18.41% | 26.50%-8.1pp | 29.77%-11.4pp | 220.34%-201.9pp |
| Employer contribution / active EE | $2,641 | $2,904-9.1% | $2,454+7.6% | $4,156-36.5% |
| Participant deferral / active EE | $7,432 | $4,726+57.3% | $4,088+81.8% | $6,407+16.0% |
| Admin fee / account holder | $152 | $8,403-98.2% | $7,189-97.9% | $12,270-98.8% |