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 | $320,122 | $152,587+109.8% | $125,175+155.7% | $152,861+109.4% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 23.56% | 54.84%-31.3pp | 43.79%-20.2pp | 345.32%-321.8pp |
| Employer contribution / active EE | $3,644 | $4,946-26.3% | $3,865-5.7% | $4,762-23.5% |
| Participant deferral / active EE | $10,000 | $5,868+70.4% | $4,937+102.6% | $5,850+70.9% |
| Admin fee / account holder | $13 | $13,434-99.9% | $9,702-99.9% | $11,596-99.9% |