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 | $296,325 | $111,754+165.2% | $103,333+186.8% | $145,922+103.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.09% | 24.77%-7.7pp | 24.88%-7.8pp | 561.29%-544.2pp |
| Employer contribution / active EE | $2,421 | $4,212-42.5% | $3,868-37.4% | $4,660-48.1% |
| Participant deferral / active EE | $2,450 | $5,619-56.4% | $5,057-51.6% | $6,688-63.4% |
| Admin fee / account holder | $39 | $9,750-99.6% | $8,355-99.5% | $13,397-99.7% |