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 7-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 | $263,727 | $209,336+26.0% | $197,124+33.8% | $137,256+92.1% |
| Participation rate | 87.5% | 87.3%+0.2pp | 86.7%+0.8pp | 80.0%+7.5pp |
| Annual return | 17.50% | 48.09%-30.6pp | 44.34%-26.8pp | 220.34%-202.8pp |
| Employer contribution / active EE | $3,296 | $6,591-50.0% | $6,227-47.1% | $4,156-20.7% |
| Participant deferral / active EE | $9,478 | $9,614-1.4% | $9,135+3.8% | $6,407+47.9% |
| Admin fee / account holder | $35 | $17,308-99.8% | $16,298-99.8% | $12,270-99.7% |