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 | $335,425 | $150,440+123.0% | $136,294+146.1% | $147,584+127.3% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 24.40% | 1049.08%-1024.7pp | 5155.94%-5131.5pp | 578.55%-554.1pp |
| Employer contribution / active EE | $4,280 | $5,256-18.6% | $4,695-8.9% | $4,876-12.2% |
| Participant deferral / active EE | $7,517 | $6,630+13.4% | $6,247+20.3% | $5,439+38.2% |
| Admin fee / account holder | $11 | $10,905-99.9% | $9,243-99.9% | $10,885-99.9% |