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 | $289,111 | $183,519+57.5% | $155,509+85.9% | $145,922+98.1% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 19.85% | 61.17%-41.3pp | 64.67%-44.8pp | 561.29%-541.4pp |
| Employer contribution / active EE | $2,351 | $5,313-55.7% | $4,672-49.7% | $4,660-49.5% |
| Participant deferral / active EE | $7,706 | $6,462+19.2% | $5,626+37.0% | $6,688+15.2% |
| Admin fee / account holder | $152 | $19,313-99.2% | $15,912-99.0% | $13,397-98.9% |