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 | $292,538 | $165,335+76.9% | $149,696+95.4% | $158,922+84.1% |
| Participation rate | 84.2% | 84.6%-0.4pp | 82.5%+1.7pp | 82.0%+2.3pp |
| Annual return | 26.68% | 348.15%-321.5pp | 276.60%-249.9pp | 302.83%-276.1pp |
| Employer contribution / active EE | $7,180 | $5,103+40.7% | $4,644+54.6% | $4,761+50.8% |
| Participant deferral / active EE | $10,778 | $7,181+50.1% | $6,842+57.5% | $5,982+80.2% |
| Admin fee / account holder | $11 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |