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 | $251,156 | $185,822+35.2% | $169,993+47.7% | $139,434+80.1% |
| Participation rate | 95.7% | 87.8%+7.9pp | 87.0%+8.7pp | 80.3%+15.3pp |
| Annual return | 19.05% | 60.50%-41.5pp | 53.37%-34.3pp | 372.94%-353.9pp |
| Employer contribution / active EE | $3,398 | $7,590-55.2% | $6,785-49.9% | $4,751-28.5% |
| Participant deferral / active EE | $5,299 | $11,622-54.4% | $10,408-49.1% | $6,710-21.0% |
| Admin fee / account holder | $166 | $15,381-98.9% | $12,815-98.7% | $11,403-98.5% |