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 | $395,438 | $176,056+124.6% | $159,436+148.0% | $167,490+136.1% |
| Participation rate | 78.6% | 84.9%-6.4pp | 82.8%-4.3pp | 82.1%-3.5pp |
| Annual return | 13.61% | 331.75%-318.1pp | 263.57%-250.0pp | 478.56%-464.9pp |
| Employer contribution / active EE | $4,434 | $5,297-16.3% | $4,829-8.2% | $4,837-8.3% |
| Participant deferral / active EE | $12,377 | $7,750+59.7% | $7,352+68.3% | $6,341+95.2% |
| Admin fee / account holder | $188 | $12,554-98.5% | $10,799-98.3% | $12,309-98.5% |