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 | $471,804 | $217,402+117.0% | $185,823+153.9% | $167,490+181.7% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 19.40% | 148.36%-129.0pp | 122.05%-102.6pp | 478.56%-459.2pp |
| Employer contribution / active EE | $11,290 | $5,873+92.2% | $5,167+118.5% | $4,837+133.4% |
| Participant deferral / active EE | $7,145 | $6,356+12.4% | $5,568+28.3% | $6,341+12.7% |
| Admin fee / account holder | $293 | $19,811-98.5% | $16,237-98.2% | $12,309-97.6% |