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 | $299,072 | $115,770+158.3% | $101,248+195.4% | $158,922+88.2% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 28.90% | 56.14%-27.2pp | 46.47%-17.6pp | 302.83%-273.9pp |
| Employer contribution / active EE | $1,532 | $4,175-63.3% | $3,660-58.1% | $4,761-67.8% |
| Participant deferral / active EE | $6,623 | $4,957+33.6% | $4,370+51.5% | $5,982+10.7% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |