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 | $752,879 | $183,519+310.2% | $155,509+384.1% | $145,922+415.9% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 21.31% | 61.17%-39.9pp | 64.67%-43.4pp | 561.29%-540.0pp |
| Employer contribution / active EE | $1,557 | $5,313-70.7% | $4,672-66.7% | $4,660-66.6% |
| Participant deferral / active EE | $5,545 | $6,462-14.2% | $5,626-1.4% | $6,688-17.1% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |