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 | $557,192 | $118,849+368.8% | $96,562+477.0% | $167,490+232.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 16.36% | 50.49%-34.1pp | 37.78%-21.4pp | 478.56%-462.2pp |
| Employer contribution / active EE | $1,359 | $3,120-56.4% | $2,356-42.3% | $4,837-71.9% |
| Participant deferral / active EE | $7,425 | $4,616+60.8% | $3,849+92.9% | $6,341+17.1% |
| Admin fee / account holder | $228 | $8,065-97.2% | $6,181-96.3% | $12,309-98.1% |