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 | $253,797 | $108,919+133.0% | $100,391+152.8% | $145,922+73.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.33% | 57.88%-43.6pp | 49.20%-34.9pp | 561.29%-547.0pp |
| Employer contribution / active EE | $1,849 | $4,419-58.2% | $3,942-53.1% | $4,660-60.3% |
| Participant deferral / active EE | $3,395 | $8,445-59.8% | $8,082-58.0% | $6,688-49.2% |
| Admin fee / account holder | $154 | $9,689-98.4% | $7,899-98.1% | $13,397-98.9% |