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 | $483,292 | $177,572+172.2% | $154,803+212.2% | $142,382+239.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.64% | 65.07%-51.4pp | 58.88%-45.2pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,724 | $4,810-64.2% | $4,305-59.9% | $4,299-59.9% |
| Participant deferral / active EE | $5,475 | $6,272-12.7% | $5,540-1.2% | $6,507-15.9% |
| Admin fee / account holder | $278 | $16,786-98.3% | $14,329-98.1% | $12,624-97.8% |