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 | $361,301 | $148,534+143.2% | $135,903+165.9% | $139,434+159.1% |
| Participation rate | 94.4% | 83.9%+10.6pp | 81.9%+12.5pp | 80.3%+14.1pp |
| Annual return | 20.01% | 79.19%-59.2pp | 68.23%-48.2pp | 372.94%-352.9pp |
| Employer contribution / active EE | $9,832 | $5,243+87.5% | $4,856+102.5% | $4,751+107.0% |
| Participant deferral / active EE | $10,567 | $8,100+30.5% | $7,758+36.2% | $6,710+57.5% |
| Admin fee / account holder | $193 | $12,400-98.4% | $10,762-98.2% | $11,403-98.3% |