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 9-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 | $343,442 | $172,111+99.5% | $150,298+128.5% | $137,256+150.2% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 20.21% | 69.37%-49.2pp | 62.79%-42.6pp | 220.34%-200.1pp |
| Employer contribution / active EE | $1,365 | $4,636-70.6% | $4,154-67.1% | $4,156-67.2% |
| Participant deferral / active EE | $11,581 | $6,166+87.8% | $5,453+112.4% | $6,407+80.8% |
| Admin fee / account holder | $237 | $16,471-98.6% | $14,116-98.3% | $12,270-98.1% |