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 | $300,962 | $232,540+29.4% | $185,117+62.6% | $147,584+103.9% |
| Participation rate | 77.8% | 82.4%-4.6pp | 77.3%+0.5pp | 82.8%-5.1pp |
| Annual return | 20.03% | 43.03%-23.0pp | 40.50%-20.5pp | 578.55%-558.5pp |
| Employer contribution / active EE | $8,403 | $5,195+61.7% | $4,182+101.0% | $4,876+72.3% |
| Participant deferral / active EE | $8,403 | $5,834+44.0% | $5,045+66.6% | $5,439+54.5% |
| Admin fee / account holder | $159 | $10,275-98.5% | $8,159-98.0% | $10,885-98.5% |