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 | $517,810 | $228,332+126.8% | $185,823+178.7% | $158,922+225.8% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.0%+5.3pp | 82.0%+1.4pp |
| Annual return | 8.99% | 40.80%-31.8pp | 35.95%-27.0pp | 302.83%-293.8pp |
| Employer contribution / active EE | $2,676 | $4,967-46.1% | $4,087-34.5% | $4,761-43.8% |
| Participant deferral / active EE | $7,841 | $6,415+22.2% | $5,632+39.2% | $5,982+31.1% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |