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 | $281,860 | $180,749+55.9% | $160,784+75.3% | $137,256+105.4% |
| Participation rate | 84.2% | 80.0%+4.2pp | 77.0%+7.3pp | 80.0%+4.3pp |
| Annual return | 19.23% | 2234.46%-2215.2pp | 1803.92%-1784.7pp | 220.34%-201.1pp |
| Employer contribution / active EE | $4,703 | $4,155+13.2% | $3,733+26.0% | $4,156+13.2% |
| Participant deferral / active EE | $6,285 | $6,844-8.2% | $6,293-0.1% | $6,407-1.9% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |