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 | $478,786 | $197,591+142.3% | $177,821+169.3% | $158,922+201.3% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.7%+3.2pp | 82.0%+9.0pp |
| Annual return | 17.57% | 58.76%-41.2pp | 48.32%-30.8pp | 302.83%-285.3pp |
| Employer contribution / active EE | $28,706 | $6,697+328.6% | $5,918+385.0% | $4,761+502.9% |
| Participant deferral / active EE | $4,518 | $8,405-46.3% | $7,714-41.4% | $5,982-24.5% |
| Admin fee / account holder | $213 | $15,399-98.6% | $12,427-98.3% | $11,246-98.1% |