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 | $261,636 | $127,386+105.4% | $115,037+127.4% | $125,391+108.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 5.59% | 31.28%-25.7pp | 26.14%-20.5pp | 282.22%-276.6pp |
| Employer contribution / active EE | $1,627 | $5,166-68.5% | $4,608-64.7% | $4,866-66.6% |
| Participant deferral / active EE | $6,646 | $6,423+3.5% | $6,026+10.3% | $5,352+24.2% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |