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 | $260,663 | $228,332+14.2% | $185,823+40.3% | $158,922+64.0% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.0%+5.3pp | 82.0%+1.4pp |
| Annual return | 5.84% | 40.80%-35.0pp | 35.95%-30.1pp | 302.83%-297.0pp |
| Employer contribution / active EE | $2,423 | $4,967-51.2% | $4,087-40.7% | $4,761-49.1% |
| Participant deferral / active EE | $7,605 | $6,415+18.6% | $5,632+35.0% | $5,982+27.1% |
| Admin fee / account holder | $12 | $11,864-99.9% | $9,500-99.9% | $11,246-99.9% |