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 | $280,336 | $99,079+182.9% | $77,999+259.4% | $273,961+2.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 9.85% | 217.93%-208.1pp | 425.96%-416.1pp | 41.45%-31.6pp |
| Employer contribution / active EE | $3,264 | $3,308-1.3% | $2,470+32.2% | $4,869-33.0% |
| Participant deferral / active EE | $11,525 | $4,306+167.6% | $3,497+229.6% | $5,287+118.0% |
| Admin fee / account holder | $15 | $8,954-99.8% | $5,480-99.7% | $10,132-99.9% |