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 | $256,687 | $90,348+184.1% | $75,972+237.9% | $145,922+75.9% |
| Participation rate | 88.2% | 74.5%+13.8pp | 69.1%+19.2pp | 80.3%+8.0pp |
| Annual return | 14.54% | 620.88%-606.3pp | 359.55%-345.0pp | 561.29%-546.7pp |
| Employer contribution / active EE | $2,955 | $3,311-10.7% | $2,685+10.1% | $4,660-36.6% |
| Participant deferral / active EE | $8,659 | $5,162+67.7% | $4,255+103.5% | $6,688+29.5% |
| Admin fee / account holder | $199 | $8,467-97.7% | $6,467-96.9% | $13,397-98.5% |