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 | $365,576 | $154,228+137.0% | $145,433+151.4% | $137,256+166.3% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 16.69% | 74.59%-57.9pp | 66.58%-49.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $3,675 | $4,804-23.5% | $4,554-19.3% | $4,156-11.6% |
| Participant deferral / active EE | $8,947 | $8,216+8.9% | $7,897+13.3% | $6,407+39.7% |
| Admin fee / account holder | $63 | $14,344-99.6% | $13,129-99.5% | $12,270-99.5% |