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 | $309,638 | $177,572+74.4% | $154,803+100.0% | $142,382+117.5% |
| Participation rate | 92.3% | 82.1%+10.3pp | 78.1%+14.2pp | 80.1%+12.2pp |
| Annual return | 38.98% | 65.07%-26.1pp | 58.88%-19.9pp | 217.08%-178.1pp |
| Employer contribution / active EE | $8,880 | $4,810+84.6% | $4,305+106.3% | $4,299+106.6% |
| Participant deferral / active EE | $8,508 | $6,272+35.7% | $5,540+53.6% | $6,507+30.7% |
| Admin fee / account holder | $180 | $16,786-98.9% | $14,329-98.7% | $12,624-98.6% |