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 | $457,595 | $209,336+118.6% | $197,124+132.1% | $137,256+233.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.79% | 48.09%-36.3pp | 44.34%-32.6pp | 220.34%-208.6pp |
| Employer contribution / active EE | $1,831 | $6,591-72.2% | $6,227-70.6% | $4,156-55.9% |
| Participant deferral / active EE | $12,403 | $9,614+29.0% | $9,135+35.8% | $6,407+93.6% |
| Admin fee / account holder | $214 | $17,308-98.8% | $16,298-98.7% | $12,270-98.3% |