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 | $283,981 | $92,798+206.0% | $96,707+193.7% | $137,256+106.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 19.58% | 31.24%-11.7pp | 34.78%-15.2pp | 220.34%-200.8pp |
| Employer contribution / active EE | $2,882 | $4,147-30.5% | $4,191-31.2% | $4,156-30.7% |
| Participant deferral / active EE | $8,280 | $5,877+40.9% | $5,997+38.1% | $6,407+29.2% |
| Admin fee / account holder | $0 | $7,946-100.0% | $7,503-100.0% | $12,270-100.0% |