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 | $263,301 | $107,015+146.0% | $73,545+258.0% | $147,584+78.4% |
| Participation rate | 80.0% | 66.4%+13.6pp | 54.9%+25.1pp | 82.8%-2.8pp |
| Annual return | 21.05% | 38.25%-17.2pp | -15.16%+36.2pp | 578.55%-557.5pp |
| Employer contribution / active EE | $1,035 | $1,760-41.2% | $1,219-15.1% | $4,876-78.8% |
| Participant deferral / active EE | $7,599 | $2,462+208.7% | $1,806+320.7% | $5,439+39.7% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |