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 | $339,267 | $133,922+153.3% | $116,228+191.9% | $142,382+138.3% |
| Participation rate | 84.6% | 77.9%+6.8pp | 74.6%+10.1pp | 80.1%+4.5pp |
| Annual return | 15.10% | 147.76%-132.7pp | 90.06%-75.0pp | 217.08%-202.0pp |
| Employer contribution / active EE | $4,037 | $3,446+17.2% | $2,994+34.8% | $4,299-6.1% |
| Participant deferral / active EE | $6,794 | $5,672+19.8% | $4,953+37.2% | $6,507+4.4% |
| Admin fee / account holder | $181 | $14,945-98.8% | $11,989-98.5% | $12,624-98.6% |