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 | $273,363 | $115,770+136.1% | $101,248+170.0% | $158,922+72.0% |
| Participation rate | 84.2% | 79.4%+4.8pp | 75.8%+8.4pp | 82.0%+2.3pp |
| Annual return | 13.68% | 56.14%-42.5pp | 46.47%-32.8pp | 302.83%-289.1pp |
| Employer contribution / active EE | $3,037 | $4,175-27.2% | $3,660-17.0% | $4,761-36.2% |
| Participant deferral / active EE | $6,951 | $4,957+40.2% | $4,370+59.0% | $5,982+16.2% |
| Admin fee / account holder | $40 | $7,245-99.4% | $5,945-99.3% | $11,246-99.6% |