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 | $373,255 | $183,592+103.3% | $155,567+139.9% | $145,959+155.7% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 13.49% | 61.24%-47.7pp | 64.74%-51.2pp | 561.95%-548.5pp |
| Employer contribution / active EE | $3,035 | $5,315-42.9% | $4,674-35.1% | $4,661-34.9% |
| Participant deferral / active EE | $17,025 | $6,464+163.4% | $5,628+202.5% | $6,689+154.5% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |