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 | $419,917 | $124,425+237.5% | $112,040+274.8% | $137,256+205.9% |
| Participation rate | 77.8% | 79.3%-1.5pp | 76.5%+1.3pp | 80.0%-2.2pp |
| Annual return | 15.33% | 24.72%-9.4pp | 24.52%-9.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,019 | $3,411-40.8% | $2,954-31.6% | $4,156-51.4% |
| Participant deferral / active EE | $5,955 | $5,718+4.1% | $5,098+16.8% | $6,407-7.1% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |