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 | $280,010 | $114,381+144.8% | $107,525+160.4% | $142,382+96.7% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.1%+6.7pp | 80.1%+1.7pp |
| Annual return | 20.81% | 242.71%-221.9pp | 181.32%-160.5pp | 217.08%-196.3pp |
| Employer contribution / active EE | $2,724 | $4,015-32.1% | $3,754-27.4% | $4,299-36.6% |
| Participant deferral / active EE | $10,427 | $5,564+87.4% | $5,116+103.8% | $6,507+60.2% |
| Admin fee / account holder | $17 | $9,860-99.8% | $8,919-99.8% | $12,624-99.9% |