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 | $254,090 | $86,699+193.1% | $73,307+246.6% | $125,391+102.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 1.31% | 2.78%-1.5pp | 5.67%-4.4pp | 282.22%-280.9pp |
| Employer contribution / active EE | $2,487 | $4,152-40.1% | $3,237-23.2% | $4,866-48.9% |
| Participant deferral / active EE | $9,358 | $5,550+68.6% | $4,991+87.5% | $5,352+74.9% |
| Admin fee / account holder | $179 | $7,771-97.7% | $5,637-96.8% | $9,540-98.1% |