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 | $325,763 | $81,632+299.1% | $70,449+362.4% | $158,922+105.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 19.54% | 208.40%-188.9pp | 109.03%-89.5pp | 302.83%-283.3pp |
| Employer contribution / active EE | $3,528 | $3,217+9.6% | $2,737+28.9% | $4,761-25.9% |
| Participant deferral / active EE | $17,451 | $4,554+283.2% | $3,709+370.6% | $5,982+191.7% |
| Admin fee / account holder | $23 | $6,193-99.6% | $3,845-99.4% | $11,246-99.8% |