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 | $265,835 | $159,602+66.6% | $150,045+77.2% | $142,382+86.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 17.11% | 70.24%-53.1pp | 62.55%-45.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $903 | $4,961-81.8% | $4,693-80.8% | $4,299-79.0% |
| Participant deferral / active EE | $3,040 | $8,310-63.4% | $7,997-62.0% | $6,507-53.3% |
| Admin fee / account holder | $6 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |