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 | $362,366 | $126,574+186.3% | $106,213+241.2% | $145,922+148.3% |
| Participation rate | 71.4% | 77.6%-6.2pp | 75.3%-3.9pp | 80.3%-8.8pp |
| Annual return | 12.07% | 224.79%-212.7pp | 116.14%-104.1pp | 561.29%-549.2pp |
| Employer contribution / active EE | $3,252 | $3,730-12.8% | $3,171+2.5% | $4,660-30.2% |
| Participant deferral / active EE | $11,185 | $5,724+95.4% | $5,016+123.0% | $6,688+67.2% |
| Admin fee / account holder | $20 | $17,304-99.9% | $11,033-99.8% | $13,397-99.9% |