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 | $311,739 | $177,572+75.6% | $154,803+101.4% | $142,382+118.9% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 11.72% | 65.07%-53.3pp | 58.88%-47.2pp | 217.08%-205.4pp |
| Employer contribution / active EE | $2,823 | $4,810-41.3% | $4,305-34.4% | $4,299-34.3% |
| Participant deferral / active EE | $7,407 | $6,272+18.1% | $5,540+33.7% | $6,507+13.8% |
| Admin fee / account holder | $12 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |