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 | $256,606 | $99,921+156.8% | $85,009+201.9% | $145,959+75.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 19.34% | 83.89%-64.5pp | 66.47%-47.1pp | 561.95%-542.6pp |
| Employer contribution / active EE | $2,494 | $3,233-22.9% | $2,728-8.6% | $4,661-46.5% |
| Participant deferral / active EE | $1,955 | $5,293-63.1% | $4,522-56.8% | $6,689-70.8% |
| Admin fee / account holder | $0 | $7,252-100.0% | $6,153-100.0% | $13,398-100.0% |