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 | $272,824 | $106,515+156.1% | $96,683+182.2% | $139,434+95.7% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 16.75% | 38.43%-21.7pp | 35.69%-18.9pp | 372.94%-356.2pp |
| Employer contribution / active EE | $4,646 | $4,103+13.2% | $3,737+24.3% | $4,751-2.2% |
| Participant deferral / active EE | $8,332 | $5,454+52.8% | $4,878+70.8% | $6,710+24.2% |
| Admin fee / account holder | $9 | $7,877-99.9% | $6,730-99.9% | $11,403-99.9% |