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 | $275,725 | $197,591+39.5% | $177,821+55.1% | $158,922+73.5% |
| Participation rate | 88.9% | 88.5%+0.3pp | 87.7%+1.2pp | 82.0%+6.9pp |
| Annual return | 16.02% | 58.76%-42.7pp | 48.32%-32.3pp | 302.83%-286.8pp |
| Employer contribution / active EE | $7,083 | $6,697+5.8% | $5,918+19.7% | $4,761+48.8% |
| Participant deferral / active EE | $10,837 | $8,405+28.9% | $7,714+40.5% | $5,982+81.2% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |