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 | $280,426 | $165,984+68.9% | $164,813+70.1% | $145,922+92.2% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.6%-8.6pp | 80.3%-10.3pp |
| Annual return | 12.33% | 100.03%-87.7pp | 69.93%-57.6pp | 561.29%-549.0pp |
| Employer contribution / active EE | $4,117 | $5,273-21.9% | $4,341-5.2% | $4,660-11.7% |
| Participant deferral / active EE | $12,109 | $6,959+74.0% | $6,031+100.8% | $6,688+81.1% |
| Admin fee / account holder | $259 | $16,648-98.4% | $12,690-98.0% | $13,397-98.1% |