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 | $332,063 | $183,963+80.5% | $162,163+104.8% | $152,861+117.2% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.4%+5.1pp |
| Annual return | 22.55% | 150.76%-128.2pp | 115.59%-93.0pp | 345.32%-322.8pp |
| Employer contribution / active EE | $4,745 | $6,371-25.5% | $5,614-15.5% | $4,762-0.4% |
| Participant deferral / active EE | $13,586 | $8,034+69.1% | $7,298+86.2% | $5,850+132.2% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |