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 | $369,316 | $114,381+222.9% | $107,525+243.5% | $142,382+159.4% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 15.41% | 242.71%-227.3pp | 181.32%-165.9pp | 217.08%-201.7pp |
| Employer contribution / active EE | $3,728 | $4,015-7.2% | $3,754-0.7% | $4,299-13.3% |
| Participant deferral / active EE | $5,777 | $5,564+3.8% | $5,116+12.9% | $6,507-11.2% |
| Admin fee / account holder | $60 | $9,860-99.4% | $8,919-99.3% | $12,624-99.5% |