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 | $421,898 | $117,841+258.0% | $102,423+311.9% | $145,922+189.1% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.8pp |
| Annual return | 13.12% | 31.65%-18.5pp | 29.32%-16.2pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,935 | $3,615-46.5% | $3,023-36.0% | $4,660-58.5% |
| Participant deferral / active EE | $8,841 | $5,731+54.3% | $5,053+75.0% | $6,688+32.2% |
| Admin fee / account holder | $220 | $13,326-98.3% | $9,451-97.7% | $13,397-98.4% |