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 | $448,405 | $159,602+181.0% | $150,045+198.8% | $142,382+214.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 14.57% | 70.24%-55.7pp | 62.55%-48.0pp | 217.08%-202.5pp |
| Employer contribution / active EE | $5,050 | $4,961+1.8% | $4,693+7.6% | $4,299+17.5% |
| Participant deferral / active EE | $21,375 | $8,310+157.2% | $7,997+167.3% | $6,507+228.5% |
| Admin fee / account holder | $72 | $14,846-99.5% | $13,435-99.5% | $12,624-99.4% |