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 | $257,745 | $105,126+145.2% | $94,646+172.3% | $139,434+84.9% |
| Participation rate | 86.4% | 82.4%+4.0pp | 80.8%+5.5pp | 80.3%+6.0pp |
| Annual return | 20.52% | 38.03%-17.5pp | 156.71%-136.2pp | 372.94%-352.4pp |
| Employer contribution / active EE | $24,289 | $4,106+491.6% | $3,672+561.4% | $4,751+411.3% |
| Participant deferral / active EE | $6,954 | $7,599-8.5% | $7,418-6.2% | $6,710+3.6% |
| Admin fee / account holder | $7 | $8,984-99.9% | $7,231-99.9% | $11,403-99.9% |