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 | $309,919 | $183,519+68.9% | $155,509+99.3% | $145,922+112.4% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 16.13% | 61.17%-45.0pp | 64.67%-48.5pp | 561.29%-545.2pp |
| Employer contribution / active EE | $3,109 | $5,313-41.5% | $4,672-33.5% | $4,660-33.3% |
| Participant deferral / active EE | $11,189 | $6,462+73.1% | $5,626+98.9% | $6,688+67.3% |
| Admin fee / account holder | $220 | $19,313-98.9% | $15,912-98.6% | $13,397-98.4% |