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 | $154,228+122.6% | $145,433+136.0% | $137,256+150.1% |
| Participation rate | 78.9% | 83.8%-4.8pp | 82.1%-3.2pp | 80.0%-1.0pp |
| Annual return | 13.38% | 74.59%-61.2pp | 66.58%-53.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $11,467 | $4,804+138.7% | $4,554+151.8% | $4,156+175.9% |
| Participant deferral / active EE | $9,881 | $8,216+20.3% | $7,897+25.1% | $6,407+54.2% |
| Admin fee / account holder | $59 | $14,344-99.6% | $13,129-99.6% | $12,270-99.5% |