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 | $330,447 | $154,228+114.3% | $145,433+127.2% | $137,256+140.8% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 16.44% | 74.59%-58.2pp | 66.58%-50.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $3,323 | $4,804-30.8% | $4,554-27.0% | $4,156-20.1% |
| Participant deferral / active EE | $11,880 | $8,216+44.6% | $7,897+50.4% | $6,407+85.4% |
| Admin fee / account holder | $17 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |