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 | $708,349 | $159,602+343.8% | $150,045+372.1% | $142,382+397.5% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.3%+4.3pp | 80.1%+6.5pp |
| Annual return | 18.82% | 70.24%-51.4pp | 62.55%-43.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $3,463 | $4,961-30.2% | $4,693-26.2% | $4,299-19.4% |
| Participant deferral / active EE | $13,626 | $8,310+64.0% | $7,997+70.4% | $6,507+109.4% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |