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 | $341,543 | $165,335+106.6% | $149,696+128.2% | $158,922+114.9% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 11.87% | 348.15%-336.3pp | 276.60%-264.7pp | 302.83%-291.0pp |
| Employer contribution / active EE | $2,319 | $5,103-54.6% | $4,644-50.1% | $4,761-51.3% |
| Participant deferral / active EE | $4,591 | $7,181-36.1% | $6,842-32.9% | $5,982-23.3% |
| Admin fee / account holder | $4 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |