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 | $293,926 | $183,963+59.8% | $162,163+81.3% | $152,861+92.3% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 17.30% | 150.76%-133.5pp | 115.59%-98.3pp | 345.32%-328.0pp |
| Employer contribution / active EE | $11,592 | $6,371+82.0% | $5,614+106.5% | $4,762+143.4% |
| Participant deferral / active EE | $7,613 | $8,034-5.2% | $7,298+4.3% | $5,850+30.1% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |