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 | $420,391 | $154,228+172.6% | $145,433+189.1% | $137,256+206.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.56% | 74.59%-57.0pp | 66.58%-49.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $4,150 | $4,804-13.6% | $4,554-8.9% | $4,156-0.1% |
| Participant deferral / active EE | $16,598 | $8,216+102.0% | $7,897+110.2% | $6,407+159.1% |
| Admin fee / account holder | $7 | $14,344-100.0% | $13,129-99.9% | $12,270-99.9% |