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 | $316,758 | $209,411+51.3% | $178,490+77.5% | $158,922+99.3% |
| Participation rate | 91.7% | 86.3%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 26.24% | 188.75%-162.5pp | 151.07%-124.8pp | 302.83%-276.6pp |
| Employer contribution / active EE | $3,213 | $5,706-43.7% | $5,011-35.9% | $4,761-32.5% |
| Participant deferral / active EE | $5,279 | $5,954-11.3% | $5,202+1.5% | $5,982-11.8% |
| Admin fee / account holder | $44 | $17,074-99.7% | $13,984-99.7% | $11,246-99.6% |