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 | $461,877 | $202,318+128.3% | $172,739+167.4% | $152,861+202.2% |
| Participation rate | 92.3% | 87.1%+5.3pp | 82.6%+9.7pp | 82.4%+9.9pp |
| Annual return | 22.85% | 1029.65%-1006.8pp | 802.84%-780.0pp | 345.32%-322.5pp |
| Employer contribution / active EE | $12,692 | $5,856+116.7% | $5,143+146.8% | $4,762+166.5% |
| Participant deferral / active EE | $19,408 | $5,948+226.3% | $5,198+273.4% | $5,850+231.8% |
| Admin fee / account holder | $65 | $17,109-99.6% | $13,954-99.5% | $11,596-99.4% |