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 | $260,272 | $152,587+70.6% | $125,175+107.9% | $152,861+70.3% |
| Participation rate | 90.9% | 83.3%+7.6pp | 79.8%+11.1pp | 82.4%+8.5pp |
| Annual return | 22.32% | 54.84%-32.5pp | 43.79%-21.5pp | 345.32%-323.0pp |
| Employer contribution / active EE | $5,970 | $4,946+20.7% | $3,865+54.5% | $4,762+25.4% |
| Participant deferral / active EE | $5,785 | $5,868-1.4% | $4,937+17.2% | $5,850-1.1% |
| Admin fee / account holder | $147 | $13,434-98.9% | $9,702-98.5% | $11,596-98.7% |