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 | $520,393 | $176,056+195.6% | $159,436+226.4% | $167,490+210.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.29% | 331.75%-314.5pp | 263.57%-246.3pp | 478.56%-461.3pp |
| Employer contribution / active EE | $1,890 | $5,297-64.3% | $4,829-60.9% | $4,837-60.9% |
| Participant deferral / active EE | $4,350 | $7,750-43.9% | $7,352-40.8% | $6,341-31.4% |
| Admin fee / account holder | $17 | $12,554-99.9% | $10,799-99.8% | $12,309-99.9% |