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 | $307,756 | $115,882+165.6% | $100,516+206.2% | $158,922+93.7% |
| Participation rate | 91.7% | 81.6%+10.1pp | 79.4%+12.3pp | 82.0%+9.7pp |
| Annual return | 13.24% | 34.79%-21.5pp | 30.89%-17.6pp | 302.83%-289.6pp |
| Employer contribution / active EE | $1,411 | $4,103-65.6% | $3,418-58.7% | $4,761-70.4% |
| Participant deferral / active EE | $9,119 | $6,674+36.6% | $6,270+45.4% | $5,982+52.4% |
| Admin fee / account holder | $201 | $10,995-98.2% | $8,081-97.5% | $11,246-98.2% |