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 | $253,348 | $91,019+178.3% | $392,568-35.5% | $72,985+247.1% |
| Participation rate | 93.3% | 74.4%+19.0pp | 78.1%+15.3pp | 69.5%+23.8pp |
| Annual return | 20.56% | 20.00%+0.6pp | 24.42%-3.9pp | 81.00%-60.4pp |
| Employer contribution / active EE | $2,254 | $2,751-18.1% | $3,783-40.4% | $2,440-7.6% |
| Participant deferral / active EE | $6,501 | $4,570+42.3% | $5,985+8.6% | $3,607+80.2% |
| Admin fee / account holder | $287 | $4,895-94.1% | $6,260-95.4% | $5,124-94.4% |