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 | $479,798 | $185,822+158.2% | $169,993+182.2% | $139,434+244.1% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 14.42% | 60.50%-46.1pp | 53.37%-39.0pp | 372.94%-358.5pp |
| Employer contribution / active EE | $19,463 | $7,590+156.4% | $6,785+186.8% | $4,751+309.7% |
| Participant deferral / active EE | $15,142 | $11,622+30.3% | $10,408+45.5% | $6,710+125.6% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |