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 | $296,207 | $71,883+312.1% | $86,677+241.7% | $68,494+332.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 2.48% | 3.52%-1.0pp | 35.91%-33.4pp | -7.84%+10.3pp |
| Employer contribution / active EE | $26,690 | $2,173+1128.3% | $2,836+841.0% | $2,596+928.0% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $143 | $6,112-97.7% | $7,493-98.1% | $5,403-97.4% |