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 | $319,080 | $183,519+73.9% | $155,509+105.2% | $145,922+118.7% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 12.94% | 61.17%-48.2pp | 64.67%-51.7pp | 561.29%-548.3pp |
| Employer contribution / active EE | $9,231 | $5,313+73.7% | $4,672+97.6% | $4,660+98.1% |
| Participant deferral / active EE | $6,620 | $6,462+2.4% | $5,626+17.7% | $6,688-1.0% |
| Admin fee / account holder | $135 | $19,313-99.3% | $15,912-99.2% | $13,397-99.0% |