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 | $400,017 | $109,413+265.6% | $156,263+156.0% | $84,808+371.7% |
| Participation rate | 80.0% | 72.7%+7.3pp | 78.9%+1.1pp | 68.3%+11.7pp |
| Annual return | 17.59% | 20.18%-2.6pp | 59.47%-41.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $867 | $2,907-70.2% | $4,333-80.0% | $2,631-67.1% |
| Participant deferral / active EE | $8,690 | $4,590+89.3% | $6,158+41.1% | $4,212+106.3% |
| Admin fee / account holder | $92 | $9,357-99.0% | $14,255-99.4% | $7,344-98.7% |