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 | $279,130 | $72,071+287.3% | $68,368+308.3% | $137,256+103.4% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 18.71% | 353.14%-334.4pp | 292.57%-273.9pp | 220.34%-201.6pp |
| Employer contribution / active EE | $2,706 | $2,788-2.9% | $2,649+2.1% | $4,156-34.9% |
| Participant deferral / active EE | $8,589 | $4,410+94.8% | $4,123+108.3% | $6,407+34.1% |
| Admin fee / account holder | $20 | $5,336-99.6% | $5,150-99.6% | $12,270-99.8% |