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 | $370,954 | $175,202+111.7% | $149,673+147.8% | $139,434+166.0% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 20.00% | 166.71%-146.7pp | 134.42%-114.4pp | 372.94%-352.9pp |
| Employer contribution / active EE | $3,938 | $5,474-28.1% | $4,818-18.3% | $4,751-17.1% |
| Participant deferral / active EE | $12,860 | $6,519+97.3% | $5,680+126.4% | $6,710+91.6% |
| Admin fee / account holder | $196 | $16,150-98.8% | $13,210-98.5% | $11,403-98.3% |