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 | $265,705 | $175,202+51.7% | $149,673+77.5% | $139,434+90.6% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 24.98% | 166.71%-141.7pp | 134.42%-109.4pp | 372.94%-348.0pp |
| Employer contribution / active EE | $3,499 | $5,474-36.1% | $4,818-27.4% | $4,751-26.3% |
| Participant deferral / active EE | $4,339 | $6,519-33.4% | $5,680-23.6% | $6,710-35.3% |
| Admin fee / account holder | $78 | $16,150-99.5% | $13,210-99.4% | $11,403-99.3% |