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 | $283,008 | $175,202+61.5% | $149,673+89.1% | $139,434+103.0% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 21.94% | 166.71%-144.8pp | 134.42%-112.5pp | 372.94%-351.0pp |
| Employer contribution / active EE | $2,355 | $5,474-57.0% | $4,818-51.1% | $4,751-50.4% |
| Participant deferral / active EE | $9,278 | $6,519+42.3% | $5,680+63.3% | $6,710+38.3% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |