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 | $355,202 | $107,934+229.1% | $91,989+286.1% | $152,861+132.4% |
| Participation rate | 85.7% | 81.2%+4.5pp | 78.6%+7.1pp | 82.4%+3.3pp |
| Annual return | 17.88% | 89.24%-71.4pp | 69.02%-51.1pp | 345.32%-327.4pp |
| Employer contribution / active EE | $3,575 | $4,210-15.1% | $3,452+3.6% | $4,762-24.9% |
| Participant deferral / active EE | $11,466 | $6,364+80.2% | $5,923+93.6% | $5,850+96.0% |
| Admin fee / account holder | $35 | $10,520-99.7% | $7,743-99.5% | $11,596-99.7% |