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 | $288,094 | $114,237+152.2% | $119,258+141.6% | $167,490+72.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 16.02% | 29.87%-13.8pp | 30.69%-14.7pp | 478.56%-462.5pp |
| Employer contribution / active EE | $4,585 | $4,481+2.3% | $4,384+4.6% | $4,837-5.2% |
| Participant deferral / active EE | $8,680 | $6,084+42.7% | $6,111+42.0% | $6,341+36.9% |
| Admin fee / account holder | $24 | $8,932-99.7% | $7,226-99.7% | $12,309-99.8% |