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 | $332,220 | $124,281+167.3% | $109,143+204.4% | $167,490+98.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 25.74% | 26.04%-0.3pp | 25.75%0pp | 478.56%-452.8pp |
| Employer contribution / active EE | $19,833 | $4,207+371.4% | $3,722+432.9% | $4,837+310.0% |
| Participant deferral / active EE | $23,156 | $5,255+340.6% | $4,653+397.7% | $6,341+265.2% |
| Admin fee / account holder | $20 | $7,970-99.7% | $6,752-99.7% | $12,309-99.8% |