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 | $346,973 | $91,037+281.1% | $71,671+384.1% | $147,584+135.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 16.22% | 20.48%-4.3pp | 20.65%-4.4pp | 578.55%-562.3pp |
| Employer contribution / active EE | $1,342 | $3,327-59.7% | $2,460-45.5% | $4,876-72.5% |
| Participant deferral / active EE | $1,623 | $4,498-63.9% | $3,438-52.8% | $5,439-70.2% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |