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 | $276,259 | $165,335+67.1% | $149,696+84.5% | $158,922+73.8% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 19.84% | 348.15%-328.3pp | 276.60%-256.8pp | 302.83%-283.0pp |
| Employer contribution / active EE | $2,573 | $5,103-49.6% | $4,644-44.6% | $4,761-46.0% |
| Participant deferral / active EE | $11,707 | $7,181+63.0% | $6,842+71.1% | $5,982+95.7% |
| Admin fee / account holder | $235 | $10,807-97.8% | $9,309-97.5% | $11,246-97.9% |