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 | $263,579 | $167,484+57.4% | $151,611+73.9% | $134,475+96.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.54% | 7.80%-24.3pp | 3.33%-19.9pp | 417.96%-434.5pp |
| Employer contribution / active EE | $3,007 | $6,829-56.0% | $6,166-51.2% | $4,740-36.5% |
| Participant deferral / active EE | $11,222 | $8,986+24.9% | $8,363+34.2% | $6,400+75.3% |
| Admin fee / account holder | $246 | $13,783-98.2% | $11,616-97.9% | $11,426-97.8% |