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 | $293,124 | $177,572+65.1% | $154,803+89.4% | $142,382+105.9% |
| Participation rate | 94.7% | 82.1%+12.7pp | 78.1%+16.7pp | 80.1%+14.6pp |
| Annual return | 27.87% | 65.07%-37.2pp | 58.88%-31.0pp | 217.08%-189.2pp |
| Employer contribution / active EE | $2,030 | $4,810-57.8% | $4,305-52.8% | $4,299-52.8% |
| Participant deferral / active EE | $3,263 | $6,272-48.0% | $5,540-41.1% | $6,507-49.9% |
| Admin fee / account holder | $23 | $16,786-99.9% | $14,329-99.8% | $12,624-99.8% |