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 | $652,495 | $107,334+507.9% | $92,893+602.4% | $152,861+326.9% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.0%+14.0pp | 82.4%+7.6pp |
| Annual return | 21.89% | 145.58%-123.7pp | 109.41%-87.5pp | 345.32%-323.4pp |
| Employer contribution / active EE | $1,438 | $4,221-65.9% | $3,653-60.6% | $4,762-69.8% |
| Participant deferral / active EE | $5,355 | $4,845+10.5% | $4,236+26.4% | $5,850-8.5% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |