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 | $384,938 | $106,584+261.2% | $101,326+279.9% | $142,382+170.4% |
| Participation rate | 87.5% | 82.7%+4.8pp | 81.5%+6.0pp | 80.1%+7.4pp |
| Annual return | 18.09% | 36.93%-18.8pp | 36.82%-18.7pp | 217.08%-199.0pp |
| Employer contribution / active EE | $4,901 | $3,956+23.9% | $3,665+33.7% | $4,299+14.0% |
| Participant deferral / active EE | $11,786 | $8,297+42.1% | $7,994+47.4% | $6,507+81.1% |
| Admin fee / account holder | $165 | $11,446-98.6% | $11,185-98.5% | $12,624-98.7% |