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 | $609,076 | $177,572+243.0% | $154,803+293.5% | $142,382+327.8% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 17.91% | 65.07%-47.2pp | 58.88%-41.0pp | 217.08%-199.2pp |
| Employer contribution / active EE | $10,165 | $4,810+111.3% | $4,305+136.1% | $4,299+136.4% |
| Participant deferral / active EE | $6,797 | $6,272+8.4% | $5,540+22.7% | $6,507+4.5% |
| Admin fee / account holder | $97 | $16,786-99.4% | $14,329-99.3% | $12,624-99.2% |