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 | $94,338+201.0% | $100,534+182.5% | $142,382+99.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 19.58% | 29.20%-9.6pp | 32.66%-13.1pp | 217.08%-197.5pp |
| Employer contribution / active EE | $2,882 | $4,237-32.0% | $4,346-33.7% | $4,299-33.0% |
| Participant deferral / active EE | $8,280 | $5,934+39.5% | $6,144+34.8% | $6,507+27.2% |
| Admin fee / account holder | $0 | $8,421-100.0% | $7,654-100.0% | $12,624-100.0% |