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 | $482,393 | $178,174+170.7% | $156,181+208.9% | $137,256+251.5% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.8%+11.2pp | 80.0%+10.0pp |
| Annual return | 16.59% | 84.19%-67.6pp | 64.87%-48.3pp | 220.34%-203.7pp |
| Employer contribution / active EE | $6,236 | $4,972+25.4% | $4,294+45.2% | $4,156+50.0% |
| Participant deferral / active EE | $4,351 | $6,888-36.8% | $6,132-29.0% | $6,407-32.1% |
| Admin fee / account holder | $6 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |