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 | $259,356 | $176,056+47.3% | $159,436+62.7% | $167,490+54.8% |
| Participation rate | 71.4% | 84.9%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 21.35% | 331.75%-310.4pp | 263.57%-242.2pp | 478.56%-457.2pp |
| Employer contribution / active EE | $4,108 | $5,297-22.5% | $4,829-14.9% | $4,837-15.1% |
| Participant deferral / active EE | $6,393 | $7,750-17.5% | $7,352-13.0% | $6,341+0.8% |
| Admin fee / account holder | -$392 | $12,554-103.1% | $10,799-103.6% | $12,309-103.2% |