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 | $314,439 | $209,832+49.9% | $189,513+65.9% | $167,490+87.7% |
| Participation rate | 87.5% | 88.7%-1.2pp | 87.8%-0.3pp | 82.1%+5.4pp |
| Annual return | 13.12% | 748.27%-735.1pp | 555.15%-542.0pp | 478.56%-465.4pp |
| Employer contribution / active EE | $4,604 | $6,914-33.4% | $6,162-25.3% | $4,837-4.8% |
| Participant deferral / active EE | $8,423 | $8,935-5.7% | $8,221+2.5% | $6,341+32.8% |
| Admin fee / account holder | -$50 | $14,293-100.3% | $12,045-100.4% | $12,309-100.4% |