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 | $262,232 | $100,773+160.2% | $88,946+194.8% | $142,382+84.2% |
| Participation rate | 93.8% | 74.3%+19.5pp | 68.8%+24.9pp | 80.1%+13.6pp |
| Annual return | 17.56% | 70.18%-52.6pp | 57.82%-40.3pp | 217.08%-199.5pp |
| Employer contribution / active EE | $2,312 | $2,918-20.8% | $2,555-9.5% | $4,299-46.2% |
| Participant deferral / active EE | $10,710 | $5,230+104.8% | $4,581+133.8% | $6,507+64.6% |
| Admin fee / account holder | $43 | $9,693-99.6% | $8,261-99.5% | $12,624-99.7% |