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 | $410,109 | $176,812+131.9% | $146,665+179.6% | $167,490+144.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 9.99% | 24.03%-14.0pp | 22.74%-12.8pp | 478.56%-468.6pp |
| Employer contribution / active EE | $5,062 | $5,160-1.9% | $4,136+22.4% | $4,837+4.6% |
| Participant deferral / active EE | $13,000 | $6,440+101.9% | $5,506+136.1% | $6,341+105.0% |
| Admin fee / account holder | $155 | $13,259-98.8% | $10,280-98.5% | $12,309-98.7% |