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 | $423,077 | $159,901+164.6% | $146,958+187.9% | $145,922+189.9% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 12.82% | 98.13%-85.3pp | 418.34%-405.5pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,855 | $5,286-64.9% | $4,933-62.4% | $4,660-60.2% |
| Participant deferral / active EE | $3,693 | $8,428-56.2% | $8,070-54.2% | $6,688-44.8% |
| Admin fee / account holder | $124 | $15,044-99.2% | $12,998-99.0% | $13,397-99.1% |