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 | $323,954 | $177,572+82.4% | $154,803+109.3% | $142,382+127.5% |
| Participation rate | 92.3% | 82.1%+10.3pp | 78.1%+14.2pp | 80.1%+12.2pp |
| Annual return | 20.63% | 65.07%-44.4pp | 58.88%-38.3pp | 217.08%-196.4pp |
| Employer contribution / active EE | $6,441 | $4,810+33.9% | $4,305+49.6% | $4,299+49.8% |
| Participant deferral / active EE | $9,049 | $6,272+44.3% | $5,540+63.3% | $6,507+39.1% |
| Admin fee / account holder | $91 | $16,786-99.5% | $14,329-99.4% | $12,624-99.3% |