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 | $363,283 | $209,336+73.5% | $197,124+84.3% | $137,256+164.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.81% | 48.09%-30.3pp | 44.34%-26.5pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,412 | $6,591-78.6% | $6,227-77.3% | $4,156-66.0% |
| Participant deferral / active EE | $8,283 | $9,614-13.8% | $9,135-9.3% | $6,407+29.3% |
| Admin fee / account holder | $171 | $17,308-99.0% | $16,298-99.0% | $12,270-98.6% |