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 | $343,251 | $159,602+115.1% | $150,045+128.8% | $142,382+141.1% |
| Participation rate | 78.9% | 84.0%-5.0pp | 82.3%-3.4pp | 80.1%-1.2pp |
| Annual return | 13.38% | 70.24%-56.9pp | 62.55%-49.2pp | 217.08%-203.7pp |
| Employer contribution / active EE | $11,467 | $4,961+131.2% | $4,693+144.3% | $4,299+166.7% |
| Participant deferral / active EE | $9,881 | $8,310+18.9% | $7,997+23.6% | $6,507+51.9% |
| Admin fee / account holder | $59 | $14,846-99.6% | $13,435-99.6% | $12,624-99.5% |