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 | $312,011 | $100,773+209.6% | $88,946+250.8% | $142,382+119.1% |
| Participation rate | 95.7% | 74.3%+21.4pp | 68.8%+26.8pp | 80.1%+15.5pp |
| Annual return | 16.97% | 70.18%-53.2pp | 57.82%-40.9pp | 217.08%-200.1pp |
| Employer contribution / active EE | $3,174 | $2,918+8.8% | $2,555+24.2% | $4,299-26.2% |
| Participant deferral / active EE | $11,570 | $5,230+121.2% | $4,581+152.6% | $6,507+77.8% |
| Admin fee / account holder | $105 | $9,693-98.9% | $8,261-98.7% | $12,624-99.2% |