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 | $460,317 | $127,065+262.3% | $113,168+306.8% | $142,382+223.3% |
| Participation rate | 84.6% | 79.2%+5.4pp | 76.6%+8.1pp | 80.1%+4.5pp |
| Annual return | 19.33% | 24.03%-4.7pp | 24.27%-4.9pp | 217.08%-197.7pp |
| Employer contribution / active EE | $849 | $3,442-75.3% | $2,975-71.5% | $4,299-80.2% |
| Participant deferral / active EE | $9,300 | $5,716+62.7% | $5,107+82.1% | $6,507+42.9% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |