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 | $264,016 | $157,256+67.9% | $141,162+87.0% | $152,861+72.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.03% | 64.32%-48.3pp | 71.39%-55.4pp | 345.32%-329.3pp |
| Employer contribution / active EE | $4,362 | $5,261-17.1% | $4,735-7.9% | $4,762-8.4% |
| Participant deferral / active EE | $10,689 | $7,109+50.3% | $6,709+59.3% | $5,850+82.7% |
| Admin fee / account holder | $256 | $12,120-97.9% | $10,261-97.5% | $11,596-97.8% |