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 7-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 | $250,962 | $177,572+41.3% | $154,803+62.1% | $142,382+76.3% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 14.15% | 65.07%-50.9pp | 58.88%-44.7pp | 217.08%-202.9pp |
| Employer contribution / active EE | $6,152 | $4,810+27.9% | $4,305+42.9% | $4,299+43.1% |
| Participant deferral / active EE | $7,325 | $6,272+16.8% | $5,540+32.2% | $6,507+12.6% |
| Admin fee / account holder | $127 | $16,786-99.2% | $14,329-99.1% | $12,624-99.0% |