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 | $276,674 | $165,335+67.3% | $149,696+84.8% | $158,922+74.1% |
| Participation rate | 78.6% | 84.6%-6.0pp | 82.5%-3.9pp | 82.0%-3.4pp |
| Annual return | 14.86% | 348.15%-333.3pp | 276.60%-261.7pp | 302.83%-288.0pp |
| Employer contribution / active EE | $1,930 | $5,103-62.2% | $4,644-58.4% | $4,761-59.5% |
| Participant deferral / active EE | $9,957 | $7,181+38.7% | $6,842+45.5% | $5,982+66.4% |
| Admin fee / account holder | $53 | $10,807-99.5% | $9,309-99.4% | $11,246-99.5% |