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 | $360,710 | $177,572+103.1% | $154,803+133.0% | $142,382+153.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.70% | 65.07%-45.4pp | 58.88%-39.2pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,797 | $4,810-62.6% | $4,305-58.3% | $4,299-58.2% |
| Participant deferral / active EE | $1,850 | $6,272-70.5% | $5,540-66.6% | $6,507-71.6% |
| Admin fee / account holder | $276 | $16,786-98.4% | $14,329-98.1% | $12,624-97.8% |