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 | $341,926 | $148,534+130.2% | $135,903+151.6% | $139,434+145.2% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 14.60% | 79.19%-64.6pp | 68.23%-53.6pp | 372.94%-358.3pp |
| Employer contribution / active EE | $2,772 | $5,243-47.1% | $4,856-42.9% | $4,751-41.7% |
| Participant deferral / active EE | $7,390 | $8,100-8.8% | $7,758-4.7% | $6,710+10.1% |
| Admin fee / account holder | $55 | $12,400-99.6% | $10,762-99.5% | $11,403-99.5% |