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 | $251,410 | $127,777+96.8% | $106,548+136.0% | $167,490+50.1% |
| Participation rate | 71.4% | 78.3%-6.8pp | 76.1%-4.7pp | 82.1%-10.7pp |
| Annual return | 14.83% | 33.87%-19.0pp | 26.80%-12.0pp | 478.56%-463.7pp |
| Employer contribution / active EE | $3,196 | $3,427-6.7% | $2,819+13.4% | $4,837-33.9% |
| Participant deferral / active EE | $11,538 | $5,087+126.8% | $4,398+162.3% | $6,341+81.9% |
| Admin fee / account holder | $20 | $11,228-99.8% | $7,407-99.7% | $12,309-99.8% |