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 | $314,977 | $88,707+255.1% | $74,183+324.6% | $273,961+15.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.20% | 11.94%-2.7pp | 17.74%-8.5pp | 41.45%-32.3pp |
| Employer contribution / active EE | $2,000 | $3,159-36.7% | $2,370-15.6% | $4,869-58.9% |
| Participant deferral / active EE | $20,000 | $4,212+374.9% | $3,550+463.4% | $5,287+278.3% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |