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 | $291,977 | $118,680+146.0% | $98,907+195.2% | $158,922+83.7% |
| Participation rate | 83.3% | 77.8%+5.5pp | 76.0%+7.3pp | 82.0%+1.4pp |
| Annual return | 16.17% | 372.35%-356.2pp | 196.43%-180.3pp | 302.83%-286.7pp |
| Employer contribution / active EE | $3,623 | $3,333+8.7% | $2,689+34.7% | $4,761-23.9% |
| Participant deferral / active EE | $5,573 | $5,088+9.5% | $4,244+31.3% | $5,982-6.8% |
| Admin fee / account holder | $80 | $10,131-99.2% | $6,642-98.8% | $11,246-99.3% |