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 | $563,268 | $111,724+404.2% | $93,606+501.7% | $145,922+286.0% |
| Participation rate | 81.8% | 74.2%+7.6pp | 68.7%+13.1pp | 80.3%+1.5pp |
| Annual return | 19.53% | 202.98%-183.5pp | 133.20%-113.7pp | 561.29%-541.8pp |
| Employer contribution / active EE | $3,616 | $3,090+17.0% | $2,420+49.4% | $4,660-22.4% |
| Participant deferral / active EE | $8,900 | $4,912+81.2% | $4,411+101.8% | $6,688+33.1% |
| Admin fee / account holder | $202 | $10,250-98.0% | $8,285-97.6% | $13,397-98.5% |