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 | $263,654 | $104,251+152.9% | $91,001+189.7% | $147,584+78.6% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.6%-0.6pp | 82.8%-7.8pp |
| Annual return | 24.39% | 27.06%-2.7pp | 4.60%+19.8pp | 578.55%-554.2pp |
| Employer contribution / active EE | $1,348 | $3,116-56.7% | $2,456-45.1% | $4,876-72.4% |
| Participant deferral / active EE | $1,348 | $4,195-67.9% | $3,547-62.0% | $5,439-75.2% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |