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 | $457,595 | $214,378+113.5% | $200,582+128.1% | $142,382+221.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.79% | 46.41%-34.6pp | 42.33%-30.5pp | 217.08%-205.3pp |
| Employer contribution / active EE | $1,831 | $6,841-73.2% | $6,419-71.5% | $4,299-57.4% |
| Participant deferral / active EE | $12,403 | $9,865+25.7% | $9,331+32.9% | $6,507+90.6% |
| Admin fee / account holder | $214 | $17,692-98.8% | $16,305-98.7% | $12,624-98.3% |