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 | $346,726 | $116,175+198.5% | $93,606+270.4% | $152,861+126.8% |
| Participation rate | 81.8% | 78.0%+3.8pp | 75.8%+6.0pp | 82.4%-0.6pp |
| Annual return | 27.93% | 35.96%-8.0pp | 32.76%-4.8pp | 345.32%-317.4pp |
| Employer contribution / active EE | $4,663 | $3,218+44.9% | $2,718+71.6% | $4,762-2.1% |
| Participant deferral / active EE | $2,959 | $4,603-35.7% | $4,069-27.3% | $5,850-49.4% |
| Admin fee / account holder | $137 | $10,748-98.7% | $7,888-98.3% | $11,596-98.8% |