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 | $308,971 | $175,202+76.4% | $149,673+106.4% | $139,434+121.6% |
| Participation rate | 89.5% | 83.4%+6.1pp | 78.8%+10.7pp | 80.3%+9.2pp |
| Annual return | 17.86% | 166.71%-148.9pp | 134.42%-116.6pp | 372.94%-355.1pp |
| Employer contribution / active EE | $10,349 | $5,474+89.1% | $4,818+114.8% | $4,751+117.8% |
| Participant deferral / active EE | $6,679 | $6,519+2.5% | $5,680+17.6% | $6,710-0.5% |
| Admin fee / account holder | $207 | $16,150-98.7% | $13,210-98.4% | $11,403-98.2% |