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 | $277,888 | $183,963+51.1% | $162,163+71.4% | $152,861+81.8% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 27.61% | 150.76%-123.2pp | 115.59%-88.0pp | 345.32%-317.7pp |
| Employer contribution / active EE | $3,103 | $6,371-51.3% | $5,614-44.7% | $4,762-34.8% |
| Participant deferral / active EE | $9,843 | $8,034+22.5% | $7,298+34.9% | $5,850+68.3% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |