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 | $344,421 | $209,411+64.5% | $178,490+93.0% | $158,922+116.7% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 13.67% | 188.75%-175.1pp | 151.07%-137.4pp | 302.83%-289.2pp |
| Employer contribution / active EE | $8,547 | $5,706+49.8% | $5,011+70.6% | $4,761+79.5% |
| Participant deferral / active EE | $5,609 | $5,954-5.8% | $5,202+7.8% | $5,982-6.2% |
| Admin fee / account holder | $268 | $17,074-98.4% | $13,984-98.1% | $11,246-97.6% |