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 | $280,102 | $114,381+144.9% | $107,525+160.5% | $142,382+96.7% |
| Participation rate | 84.6% | 78.1%+6.5pp | 75.1%+9.5pp | 80.1%+4.5pp |
| Annual return | 14.84% | 242.71%-227.9pp | 181.32%-166.5pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,007 | $4,015-74.9% | $3,754-73.2% | $4,299-76.6% |
| Participant deferral / active EE | $4,820 | $5,564-13.4% | $5,116-5.8% | $6,507-25.9% |
| Admin fee / account holder | $294 | $9,860-97.0% | $8,919-96.7% | $12,624-97.7% |