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 | $326,220 | $148,534+119.6% | $135,903+140.0% | $139,434+134.0% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 17.36% | 79.19%-61.8pp | 68.23%-50.9pp | 372.94%-355.6pp |
| Employer contribution / active EE | $4,680 | $5,243-10.7% | $4,856-3.6% | $4,751-1.5% |
| Participant deferral / active EE | $21,500 | $8,100+165.4% | $7,758+177.1% | $6,710+220.4% |
| Admin fee / account holder | $68 | $12,400-99.5% | $10,762-99.4% | $11,403-99.4% |