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 | $290,226 | $114,237+154.1% | $119,258+143.4% | $167,490+73.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 16.20% | 29.87%-13.7pp | 30.69%-14.5pp | 478.56%-462.4pp |
| Employer contribution / active EE | $16,988 | $4,481+279.1% | $4,384+287.5% | $4,837+251.2% |
| Participant deferral / active EE | $3,288 | $6,084-46.0% | $6,111-46.2% | $6,341-48.1% |
| Admin fee / account holder | $55 | $8,932-99.4% | $7,226-99.2% | $12,309-99.6% |