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 | $324,365 | $197,591+64.2% | $177,821+82.4% | $158,922+104.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.36% | 58.76%-46.4pp | 48.32%-36.0pp | 302.83%-290.5pp |
| Employer contribution / active EE | $4,935 | $6,697-26.3% | $5,918-16.6% | $4,761+3.6% |
| Participant deferral / active EE | $8,179 | $8,405-2.7% | $7,714+6.0% | $5,982+36.7% |
| Admin fee / account holder | $129 | $15,399-99.2% | $12,427-99.0% | $11,246-98.9% |