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 | $745,943 | $114,381+552.2% | $107,525+593.7% | $142,382+423.9% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 14.15% | 242.71%-228.6pp | 181.32%-167.2pp | 217.08%-202.9pp |
| Employer contribution / active EE | $20,234 | $4,015+404.0% | $3,754+439.1% | $4,299+370.7% |
| Participant deferral / active EE | $2,532 | $5,564-54.5% | $5,116-50.5% | $6,507-61.1% |
| Admin fee / account holder | $208 | $9,860-97.9% | $8,919-97.7% | $12,624-98.4% |