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 | $256,581 | $111,754+129.6% | $103,333+148.3% | $145,922+75.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.06% | 24.77%-14.7pp | 24.88%-14.8pp | 561.29%-551.2pp |
| Employer contribution / active EE | $1,280 | $4,212-69.6% | $3,868-66.9% | $4,660-72.5% |
| Participant deferral / active EE | $1,920 | $5,619-65.8% | $5,057-62.0% | $6,688-71.3% |
| Admin fee / account holder | $87 | $9,750-99.1% | $8,355-99.0% | $13,397-99.4% |