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 | $319,334 | $100,970+216.3% | $96,576+230.7% | $137,256+132.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 18.87% | 38.16%-19.3pp | 38.47%-19.6pp | 220.34%-201.5pp |
| Employer contribution / active EE | $2,407 | $3,809-36.8% | $3,553-32.3% | $4,156-42.1% |
| Participant deferral / active EE | $13,073 | $8,286+57.8% | $7,956+64.3% | $6,407+104.1% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |