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 | $279,187 | $101,883+174.0% | $453,369-38.4% | $85,850+225.2% |
| Participation rate | 96.8% | 72.3%+24.5pp | 78.0%+18.8pp | 69.3%+27.5pp |
| Annual return | 13.32% | 25.38%-12.1pp | 64.40%-51.1pp | 318.53%-305.2pp |
| Employer contribution / active EE | $2,141 | $2,847-24.8% | $4,070-47.4% | $2,565-16.6% |
| Participant deferral / active EE | $5,839 | $4,782+22.1% | $6,209-6.0% | $3,952+47.8% |
| Admin fee / account holder | $290 | $5,706-94.9% | $11,209-97.4% | $6,260-95.4% |