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 | $262,509 | $85,022+208.8% | $70,515+272.3% | $139,434+88.3% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 13.55% | 30.38%-16.8pp | 32.77%-19.2pp | 372.94%-359.4pp |
| Employer contribution / active EE | $4,398 | $3,909+12.5% | $2,973+47.9% | $4,751-7.4% |
| Participant deferral / active EE | $1,670 | $5,890-71.7% | $4,567-63.4% | $6,710-75.1% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |