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 | $253,722 | $109,327+132.1% | $89,391+183.8% | $158,922+59.7% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 9.12% | 345.68%-336.6pp | 245.62%-236.5pp | 302.83%-293.7pp |
| Employer contribution / active EE | $3,241 | $3,170+2.3% | $2,586+25.4% | $4,761-31.9% |
| Participant deferral / active EE | $10,753 | $4,598+133.8% | $3,890+176.4% | $5,982+79.8% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |