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 | $324,269 | $148,534+118.3% | $135,903+138.6% | $139,434+132.6% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 12.18% | 79.19%-67.0pp | 68.23%-56.0pp | 372.94%-360.8pp |
| Employer contribution / active EE | $3,568 | $5,243-32.0% | $4,856-26.5% | $4,751-24.9% |
| Participant deferral / active EE | $14,249 | $8,100+75.9% | $7,758+83.7% | $6,710+112.3% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |