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 | $283,129 | $176,056+60.8% | $159,436+77.6% | $167,490+69.0% |
| Participation rate | 90.0% | 84.9%+5.1pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 10.43% | 331.75%-321.3pp | 263.57%-253.1pp | 478.56%-468.1pp |
| Employer contribution / active EE | $15,752 | $5,297+197.4% | $4,829+226.2% | $4,837+225.6% |
| Participant deferral / active EE | $8,706 | $7,750+12.3% | $7,352+18.4% | $6,341+37.3% |
| Admin fee / account holder | $3 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |