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 | $560,758 | $165,335+239.2% | $149,696+274.6% | $158,922+252.9% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 30.53% | 348.15%-317.6pp | 276.60%-246.1pp | 302.83%-272.3pp |
| Employer contribution / active EE | $5,422 | $5,103+6.2% | $4,644+16.7% | $4,761+13.9% |
| Participant deferral / active EE | $10,632 | $7,181+48.1% | $6,842+55.4% | $5,982+77.7% |
| Admin fee / account holder | $205 | $10,807-98.1% | $9,309-97.8% | $11,246-98.2% |