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 | $298,797 | $185,822+60.8% | $169,993+75.8% | $139,434+114.3% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 35.81% | 60.50%-24.7pp | 53.37%-17.6pp | 372.94%-337.1pp |
| Employer contribution / active EE | $8,053 | $7,590+6.1% | $6,785+18.7% | $4,751+69.5% |
| Participant deferral / active EE | $9,444 | $11,622-18.7% | $10,408-9.3% | $6,710+40.7% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |