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 | $348,741 | $159,602+118.5% | $150,045+132.4% | $142,382+144.9% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 20.79% | 70.24%-49.4pp | 62.55%-41.8pp | 217.08%-196.3pp |
| Employer contribution / active EE | $4,223 | $4,961-14.9% | $4,693-10.0% | $4,299-1.8% |
| Participant deferral / active EE | $7,972 | $8,310-4.1% | $7,997-0.3% | $6,507+22.5% |
| Admin fee / account holder | $20 | $14,846-99.9% | $13,435-99.8% | $12,624-99.8% |