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 | $487,539 | $165,335+194.9% | $149,696+225.7% | $158,922+206.8% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 13.12% | 348.15%-335.0pp | 276.60%-263.5pp | 302.83%-289.7pp |
| Employer contribution / active EE | $2,991 | $5,103-41.4% | $4,644-35.6% | $4,761-37.2% |
| Participant deferral / active EE | $11,119 | $7,181+54.8% | $6,842+62.5% | $5,982+85.9% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |