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 | $274,653 | $157,256+74.7% | $141,162+94.6% | $152,861+79.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 51.74% | 64.32%-12.6pp | 71.39%-19.7pp | 345.32%-293.6pp |
| Employer contribution / active EE | $2,476 | $5,261-52.9% | $4,735-47.7% | $4,762-48.0% |
| Participant deferral / active EE | $8,337 | $7,109+17.3% | $6,709+24.3% | $5,850+42.5% |
| Admin fee / account holder | -$522 | $12,120-104.3% | $10,261-105.1% | $11,596-104.5% |