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 | $383,452 | $202,318+89.5% | $172,739+122.0% | $152,861+150.9% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 20.49% | 1029.65%-1009.2pp | 802.84%-782.4pp | 345.32%-324.8pp |
| Employer contribution / active EE | $2,289 | $5,856-60.9% | $5,143-55.5% | $4,762-51.9% |
| Participant deferral / active EE | $9,017 | $5,948+51.6% | $5,198+73.5% | $5,850+54.1% |
| Admin fee / account holder | $20 | $17,109-99.9% | $13,954-99.9% | $11,596-99.8% |