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 | $296,288 | $163,101+81.7% | $136,749+116.7% | $142,382+108.1% |
| Participation rate | 85.7% | 78.2%+7.5pp | 72.1%+13.6pp | 80.1%+5.6pp |
| Annual return | 11.60% | 27.54%-15.9pp | 24.33%-12.7pp | 217.08%-205.5pp |
| Employer contribution / active EE | $18,238 | $4,117+343.0% | $3,400+436.5% | $4,299+324.2% |
| Participant deferral / active EE | $8,321 | $5,585+49.0% | $4,692+77.4% | $6,507+27.9% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |