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 | $255,637 | $144,119+77.4% | $117,854+116.9% | $147,584+73.2% |
| Participation rate | 87.5% | 83.4%+4.1pp | 79.7%+7.8pp | 82.8%+4.7pp |
| Annual return | 13.87% | 531.15%-517.3pp | 335.08%-321.2pp | 578.55%-564.7pp |
| Employer contribution / active EE | $19,165 | $4,896+291.4% | $3,786+406.2% | $4,876+293.0% |
| Participant deferral / active EE | $9,490 | $5,316+78.5% | $4,482+111.7% | $5,439+74.5% |
| Admin fee / account holder | $222 | $10,886-98.0% | $8,020-97.2% | $10,885-98.0% |