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 | $250,591 | $95,266+163.0% | $82,389+204.2% | $142,382+76.0% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.5%+10.5pp | 80.1%-0.1pp |
| Annual return | 18.41% | 25.74%-7.3pp | 28.67%-10.3pp | 217.08%-198.7pp |
| Employer contribution / active EE | $2,641 | $2,991-11.7% | $2,517+4.9% | $4,299-38.6% |
| Participant deferral / active EE | $7,432 | $4,809+54.6% | $4,155+78.9% | $6,507+14.2% |
| Admin fee / account holder | $152 | $8,563-98.2% | $7,231-97.9% | $12,624-98.8% |