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 | $401,058 | $126,519+217.0% | $106,201+277.6% | $145,959+174.8% |
| Participation rate | 91.7% | 77.7%+14.0pp | 75.3%+16.4pp | 80.3%+11.4pp |
| Annual return | 17.00% | 225.10%-208.1pp | 116.26%-99.3pp | 561.95%-545.0pp |
| Employer contribution / active EE | $2,588 | $3,726-30.5% | $3,170-18.4% | $4,661-44.5% |
| Participant deferral / active EE | $8,651 | $5,716+51.3% | $5,012+72.6% | $6,689+29.3% |
| Admin fee / account holder | $20 | $17,312-99.9% | $11,039-99.8% | $13,398-99.9% |