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 | $405,807 | $175,202+131.6% | $149,673+171.1% | $139,434+191.0% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 16.49% | 166.71%-150.2pp | 134.42%-117.9pp | 372.94%-356.5pp |
| Employer contribution / active EE | $2,456 | $5,474-55.1% | $4,818-49.0% | $4,751-48.3% |
| Participant deferral / active EE | $3,186 | $6,519-51.1% | $5,680-43.9% | $6,710-52.5% |
| Admin fee / account holder | $228 | $16,150-98.6% | $13,210-98.3% | $11,403-98.0% |