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 | $274,450 | $102,317+168.2% | $146,958+86.8% | $80,856+239.4% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.2%-7.2pp | 67.6%+7.4pp |
| Annual return | 27.88% | 134.76%-106.9pp | 418.34%-390.5pp | 35.59%-7.7pp |
| Employer contribution / active EE | $3,315 | $3,713-10.7% | $4,933-32.8% | $2,755+20.3% |
| Participant deferral / active EE | $7,130 | $6,644+7.3% | $8,070-11.6% | $4,296+66.0% |
| Admin fee / account holder | $0 | $7,941-100.0% | $12,998-100.0% | $6,918-100.0% |