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 | $288,193 | $159,602+80.6% | $150,045+92.1% | $142,382+102.4% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.3%+10.0pp | 80.1%+12.2pp |
| Annual return | 14.76% | 70.24%-55.5pp | 62.55%-47.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $4,611 | $4,961-7.0% | $4,693-1.7% | $4,299+7.3% |
| Participant deferral / active EE | $11,649 | $8,310+40.2% | $7,997+45.7% | $6,507+79.0% |
| Admin fee / account holder | $277 | $14,846-98.1% | $13,435-97.9% | $12,624-97.8% |