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 | $323,475 | $209,411+54.5% | $178,490+81.2% | $158,922+103.5% |
| Participation rate | 77.8% | 86.3%-8.6pp | 81.9%-4.1pp | 82.0%-4.2pp |
| Annual return | 33.91% | 188.75%-154.8pp | 151.07%-117.2pp | 302.83%-268.9pp |
| Employer contribution / active EE | $1,513 | $5,706-73.5% | $5,011-69.8% | $4,761-68.2% |
| Participant deferral / active EE | $6,438 | $5,954+8.1% | $5,202+23.8% | $5,982+7.6% |
| Admin fee / account holder | $87 | $17,074-99.5% | $13,984-99.4% | $11,246-99.2% |