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 | $285,894 | $114,381+149.9% | $107,525+165.9% | $142,382+100.8% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.1%+6.7pp | 80.1%+1.7pp |
| Annual return | 19.88% | 242.71%-222.8pp | 181.32%-161.4pp | 217.08%-197.2pp |
| Employer contribution / active EE | $2,042 | $4,015-49.1% | $3,754-45.6% | $4,299-52.5% |
| Participant deferral / active EE | $8,771 | $5,564+57.6% | $5,116+71.5% | $6,507+34.8% |
| Admin fee / account holder | $11 | $9,860-99.9% | $8,919-99.9% | $12,624-99.9% |