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 7-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 | $362,745 | $165,335+119.4% | $149,696+142.3% | $158,922+128.3% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 8.94% | 348.15%-339.2pp | 276.60%-267.7pp | 302.83%-293.9pp |
| Employer contribution / active EE | $2,873 | $5,103-43.7% | $4,644-38.1% | $4,761-39.7% |
| Participant deferral / active EE | $11,397 | $7,181+58.7% | $6,842+66.6% | $5,982+90.5% |
| Admin fee / account holder | $173 | $10,807-98.4% | $9,309-98.1% | $11,246-98.5% |