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 | $317,718 | $172,111+84.6% | $150,298+111.4% | $137,256+131.5% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 17.61% | 69.37%-51.8pp | 62.79%-45.2pp | 220.34%-202.7pp |
| Employer contribution / active EE | $6,038 | $4,636+30.2% | $4,154+45.3% | $4,156+45.3% |
| Participant deferral / active EE | $3,444 | $6,166-44.1% | $5,453-36.8% | $6,407-46.2% |
| Admin fee / account holder | $108 | $16,471-99.3% | $14,116-99.2% | $12,270-99.1% |