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 | $276,162 | $210,648+31.1% | $177,989+55.2% | $145,922+89.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 22.60% | 385.86%-363.3pp | 294.48%-271.9pp | 561.29%-538.7pp |
| Employer contribution / active EE | $821 | $4,565-82.0% | $3,949-79.2% | $4,660-82.4% |
| Participant deferral / active EE | $2,013 | $6,958-71.1% | $6,276-67.9% | $6,688-69.9% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |