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 | $360,839 | $165,335+118.2% | $149,696+141.0% | $158,922+127.1% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 31.83% | 348.15%-316.3pp | 276.60%-244.8pp | 302.83%-271.0pp |
| Employer contribution / active EE | $1,942 | $5,103-62.0% | $4,644-58.2% | $4,761-59.2% |
| Participant deferral / active EE | $10,511 | $7,181+46.4% | $6,842+53.6% | $5,982+75.7% |
| Admin fee / account holder | $12 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |