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 | $314,042 | $176,056+78.4% | $159,436+97.0% | $167,490+87.5% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 16.10% | 331.75%-315.6pp | 263.57%-247.5pp | 478.56%-462.5pp |
| Employer contribution / active EE | $1,468 | $5,297-72.3% | $4,829-69.6% | $4,837-69.7% |
| Participant deferral / active EE | $5,871 | $7,750-24.2% | $7,352-20.1% | $6,341-7.4% |
| Admin fee / account holder | $39 | $12,554-99.7% | $10,799-99.6% | $12,309-99.7% |