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 | $837,929 | $177,572+371.9% | $154,803+441.3% | $142,382+488.5% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 17.05% | 65.07%-48.0pp | 58.88%-41.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $6,450 | $4,810+34.1% | $4,305+49.8% | $4,299+50.0% |
| Participant deferral / active EE | $4,429 | $6,272-29.4% | $5,540-20.1% | $6,507-31.9% |
| Admin fee / account holder | $185 | $16,786-98.9% | $14,329-98.7% | $12,624-98.5% |