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 | $348,149 | $154,228+125.7% | $145,433+139.4% | $137,256+153.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.05% | 74.59%-59.5pp | 66.58%-51.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,963 | $4,804-59.1% | $4,554-56.9% | $4,156-52.8% |
| Participant deferral / active EE | $9,653 | $8,216+17.5% | $7,897+22.2% | $6,407+50.7% |
| Admin fee / account holder | $168 | $14,344-98.8% | $13,129-98.7% | $12,270-98.6% |