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 | $271,635 | $176,056+54.3% | $159,436+70.4% | $167,490+62.2% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 15.75% | 331.75%-316.0pp | 263.57%-247.8pp | 478.56%-462.8pp |
| Employer contribution / active EE | $5,150 | $5,297-2.8% | $4,829+6.6% | $4,837+6.5% |
| Participant deferral / active EE | $16,650 | $7,750+114.8% | $7,352+126.5% | $6,341+162.6% |
| Admin fee / account holder | $60 | $12,554-99.5% | $10,799-99.4% | $12,309-99.5% |