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 | $383,222 | $176,056+117.7% | $159,436+140.4% | $167,490+128.8% |
| Participation rate | 84.6% | 84.9%-0.3pp | 82.8%+1.8pp | 82.1%+2.5pp |
| Annual return | 15.34% | 331.75%-316.4pp | 263.57%-248.2pp | 478.56%-463.2pp |
| Employer contribution / active EE | $5,827 | $5,297+10.0% | $4,829+20.7% | $4,837+20.5% |
| Participant deferral / active EE | $11,184 | $7,750+44.3% | $7,352+52.1% | $6,341+76.4% |
| Admin fee / account holder | $53 | $12,554-99.6% | $10,799-99.5% | $12,309-99.6% |