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 | $343,961 | $217,402+58.2% | $185,823+85.1% | $167,490+105.4% |
| Participation rate | 81.8% | 86.0%-4.2pp | 81.7%+0.1pp | 82.1%-0.3pp |
| Annual return | 13.04% | 148.36%-135.3pp | 122.05%-109.0pp | 478.56%-465.5pp |
| Employer contribution / active EE | $17,452 | $5,873+197.2% | $5,167+237.7% | $4,837+260.8% |
| Participant deferral / active EE | $17,873 | $6,356+181.2% | $5,568+221.0% | $6,341+181.8% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |