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 | $338,471 | $162,781+107.9% | $133,956+152.7% | $158,922+113.0% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 12.35% | 41.94%-29.6pp | 45.09%-32.7pp | 302.83%-290.5pp |
| Employer contribution / active EE | $3,348 | $4,975-32.7% | $3,919-14.6% | $4,761-29.7% |
| Participant deferral / active EE | $18,200 | $5,911+207.9% | $5,048+260.6% | $5,982+204.2% |
| Admin fee / account holder | $25 | $11,736-99.8% | $8,927-99.7% | $11,246-99.8% |