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 | $449,573 | $202,432+122.1% | $169,368+165.4% | $139,434+222.4% |
| Participation rate | 85.7% | 81.1%+4.6pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 13.87% | 531.74%-517.9pp | 405.60%-391.7pp | 372.94%-359.1pp |
| Employer contribution / active EE | $4,563 | $4,692-2.7% | $4,013+13.7% | $4,751-3.9% |
| Participant deferral / active EE | $17,345 | $6,938+150.0% | $6,221+178.8% | $6,710+158.5% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |