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 | $255,669 | $198,466+28.8% | $170,442+50.0% | $147,584+73.2% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 15.20% | 257.29%-242.1pp | 205.93%-190.7pp | 578.55%-563.3pp |
| Employer contribution / active EE | $3,054 | $6,184-50.6% | $5,433-43.8% | $4,876-37.4% |
| Participant deferral / active EE | $12,224 | $5,629+117.1% | $4,939+147.5% | $5,439+124.8% |
| Admin fee / account holder | $131 | $16,852-99.2% | $13,880-99.1% | $10,885-98.8% |