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 | $266,927 | $153,772+73.6% | $133,980+99.2% | $273,961-2.6% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.1%+0.4pp | 83.0%+4.5pp |
| Annual return | 44.52% | 36.51%+8.0pp | 29.30%+15.2pp | 41.45%+3.1pp |
| Employer contribution / active EE | $7,853 | $6,029+30.3% | $5,211+50.7% | $4,869+61.3% |
| Participant deferral / active EE | $7,433 | $6,958+6.8% | $6,282+18.3% | $5,287+40.6% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |