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 | $355,211 | $175,202+102.7% | $149,673+137.3% | $139,434+154.8% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.0pp | 80.3%-7.6pp |
| Annual return | 22.60% | 166.71%-144.1pp | 134.42%-111.8pp | 372.94%-350.3pp |
| Employer contribution / active EE | $3,233 | $5,474-40.9% | $4,818-32.9% | $4,751-32.0% |
| Participant deferral / active EE | $8,484 | $6,519+30.2% | $5,680+49.4% | $6,710+26.4% |
| Admin fee / account holder | $173 | $16,150-98.9% | $13,210-98.7% | $11,403-98.5% |