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 | $385,820 | $165,335+133.4% | $149,696+157.7% | $158,922+142.8% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 9.68% | 348.15%-338.5pp | 276.60%-266.9pp | 302.83%-293.2pp |
| Employer contribution / active EE | $3,144 | $5,103-38.4% | $4,644-32.3% | $4,761-34.0% |
| Participant deferral / active EE | $13,402 | $7,181+86.6% | $6,842+95.9% | $5,982+124.0% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |