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 | $259,719 | $111,535+132.9% | $105,223+146.8% | $137,256+89.2% |
| Participation rate | 77.3% | 78.1%-0.8pp | 75.0%+2.2pp | 80.0%-2.7pp |
| Annual return | 16.70% | 237.85%-221.2pp | 180.65%-163.9pp | 220.34%-203.6pp |
| Employer contribution / active EE | $3,657 | $3,939-7.2% | $3,689-0.9% | $4,156-12.0% |
| Participant deferral / active EE | $9,565 | $5,500+73.9% | $5,072+88.6% | $6,407+49.3% |
| Admin fee / account holder | $3 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |