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 | $368,990 | $177,572+107.8% | $154,803+138.4% | $142,382+159.2% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 12.25% | 65.07%-52.8pp | 58.88%-46.6pp | 217.08%-204.8pp |
| Employer contribution / active EE | $2,431 | $4,810-49.5% | $4,305-43.5% | $4,299-43.5% |
| Participant deferral / active EE | $9,812 | $6,272+56.4% | $5,540+77.1% | $6,507+50.8% |
| Admin fee / account holder | $58 | $16,786-99.7% | $14,329-99.6% | $12,624-99.5% |