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 | $341,357 | $157,256+117.1% | $141,162+141.8% | $152,861+123.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.27% | 64.32%-46.1pp | 71.39%-53.1pp | 345.32%-327.0pp |
| Employer contribution / active EE | $2,005 | $5,261-61.9% | $4,735-57.7% | $4,762-57.9% |
| Participant deferral / active EE | $5,809 | $7,109-18.3% | $6,709-13.4% | $5,850-0.7% |
| Admin fee / account holder | -$269 | $12,120-102.2% | $10,261-102.6% | $11,596-102.3% |