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 | $289,792 | $140,940+105.6% | $112,229+158.2% | $139,434+107.8% |
| Participation rate | 87.5% | 79.2%+8.3pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 17.59% | 32.71%-15.1pp | 30.20%-12.6pp | 372.94%-355.4pp |
| Employer contribution / active EE | $2,435 | $4,283-43.2% | $3,430-29.0% | $4,751-48.8% |
| Participant deferral / active EE | $9,305 | $5,874+58.4% | $4,798+93.9% | $6,710+38.7% |
| Admin fee / account holder | $71 | $9,954-99.3% | $7,748-99.1% | $11,403-99.4% |