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 | $832,090 | $127,777+551.2% | $106,548+681.0% | $167,490+396.8% |
| Participation rate | 83.3% | 78.3%+5.1pp | 76.1%+7.2pp | 82.1%+1.2pp |
| Annual return | 24.40% | 33.87%-9.5pp | 26.80%-2.4pp | 478.56%-454.2pp |
| Employer contribution / active EE | $1,896 | $3,427-44.7% | $2,819-32.7% | $4,837-60.8% |
| Participant deferral / active EE | $5,171 | $5,087+1.7% | $4,398+17.6% | $6,341-18.4% |
| Admin fee / account holder | $0 | $11,228-100.0% | $7,407-100.0% | $12,309-100.0% |