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 | $287,270 | $110,261+160.5% | $95,745+200.0% | $139,434+106.0% |
| Participation rate | 73.7% | 75.8%-2.1pp | 72.3%+1.4pp | 80.3%-6.6pp |
| Annual return | 16.23% | 27.11%-10.9pp | 28.35%-12.1pp | 372.94%-356.7pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $2,835-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $12,079 | $4,676+158.3% | $4,245+184.6% | $6,710+80.0% |
| Admin fee / account holder | $255 | $6,613-96.1% | $5,678-95.5% | $11,403-97.8% |