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 | $347,285 | $111,535+211.4% | $105,223+230.0% | $137,256+153.0% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.0%-3.6pp | 80.0%-8.5pp |
| Annual return | 17.67% | 237.85%-220.2pp | 180.65%-163.0pp | 220.34%-202.7pp |
| Employer contribution / active EE | $4,539 | $3,939+15.2% | $3,689+23.1% | $4,156+9.2% |
| Participant deferral / active EE | $11,900 | $5,500+116.4% | $5,072+134.6% | $6,407+85.7% |
| Admin fee / account holder | $14 | $9,721-99.9% | $8,859-99.8% | $12,270-99.9% |