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 | $476,569 | $177,572+168.4% | $154,803+207.9% | $142,382+234.7% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 19.95% | 65.07%-45.1pp | 58.88%-38.9pp | 217.08%-197.1pp |
| Employer contribution / active EE | $12,599 | $4,810+161.9% | $4,305+192.6% | $4,299+193.1% |
| Participant deferral / active EE | $11,857 | $6,272+89.1% | $5,540+114.0% | $6,507+82.2% |
| Admin fee / account holder | -$78 | $16,786-100.5% | $14,329-100.5% | $12,624-100.6% |