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 | $454,292 | $202,432+124.4% | $169,368+168.2% | $139,434+225.8% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 21.92% | 531.74%-509.8pp | 405.60%-383.7pp | 372.94%-351.0pp |
| Employer contribution / active EE | $6,844 | $4,692+45.9% | $4,013+70.6% | $4,751+44.1% |
| Participant deferral / active EE | $12,150 | $6,938+75.1% | $6,221+95.3% | $6,710+81.1% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |