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 | $359,639 | $110,257+226.2% | $96,544+272.5% | $139,434+157.9% |
| Participation rate | 71.4% | 78.1%-6.7pp | 76.0%-4.5pp | 80.3%-8.9pp |
| Annual return | 16.35% | 26.32%-10.0pp | 25.84%-9.5pp | 372.94%-356.6pp |
| Employer contribution / active EE | $1,735 | $3,620-52.1% | $2,965-41.5% | $4,751-63.5% |
| Participant deferral / active EE | $9,867 | $5,548+77.9% | $4,851+103.4% | $6,710+47.0% |
| Admin fee / account holder | $184 | $11,591-98.4% | $8,252-97.8% | $11,403-98.4% |