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 | $534,103 | $183,592+190.9% | $155,567+243.3% | $145,959+265.9% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 16.40% | 61.24%-44.8pp | 64.74%-48.3pp | 561.95%-545.6pp |
| Employer contribution / active EE | $3,006 | $5,315-43.4% | $4,674-35.7% | $4,661-35.5% |
| Participant deferral / active EE | $9,529 | $6,464+47.4% | $5,628+69.3% | $6,689+42.5% |
| Admin fee / account holder | $102 | $19,318-99.5% | $15,916-99.4% | $13,398-99.2% |