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 | $314,766 | $232,540+35.4% | $185,117+70.0% | $147,584+113.3% |
| Participation rate | 80.0% | 82.4%-2.4pp | 77.3%+2.7pp | 82.8%-2.8pp |
| Annual return | 20.42% | 43.03%-22.6pp | 40.50%-20.1pp | 578.55%-558.1pp |
| Employer contribution / active EE | $2,767 | $5,195-46.7% | $4,182-33.8% | $4,876-43.3% |
| Participant deferral / active EE | $16,320 | $5,834+179.8% | $5,045+223.5% | $5,439+200.1% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |