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 | $381,708 | $157,256+142.7% | $141,162+170.4% | $152,861+149.7% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 16.47% | 64.32%-47.9pp | 71.39%-54.9pp | 345.32%-328.8pp |
| Employer contribution / active EE | $2,896 | $5,261-44.9% | $4,735-38.8% | $4,762-39.2% |
| Participant deferral / active EE | $12,668 | $7,109+78.2% | $6,709+88.8% | $5,850+116.5% |
| Admin fee / account holder | $45 | $12,120-99.6% | $10,261-99.6% | $11,596-99.6% |