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 | $314,021 | $94,752+231.4% | $112,887+178.2% | $139,434+125.2% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 22.42% | 40.88%-18.5pp | 34.10%-11.7pp | 372.94%-350.5pp |
| Employer contribution / active EE | $17,743 | $4,625+283.6% | $4,563+288.8% | $4,751+273.5% |
| Participant deferral / active EE | $3,903 | $6,512-40.1% | $6,513-40.1% | $6,710-41.8% |
| Admin fee / account holder | $62 | $8,527-99.3% | $7,047-99.1% | $11,403-99.5% |