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 | $258,066 | $183,519+40.6% | $155,509+65.9% | $145,922+76.9% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 16.73% | 61.17%-44.4pp | 64.67%-47.9pp | 561.29%-544.6pp |
| Employer contribution / active EE | $8,845 | $5,313+66.5% | $4,672+89.3% | $4,660+89.8% |
| Participant deferral / active EE | $8,559 | $6,462+32.4% | $5,626+52.1% | $6,688+28.0% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |