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 | $250,547 | $107,334+133.4% | $92,893+169.7% | $152,861+63.9% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.4%-11.0pp |
| Annual return | 25.82% | 145.58%-119.8pp | 109.41%-83.6pp | 345.32%-319.5pp |
| Employer contribution / active EE | $1,868 | $4,221-55.7% | $3,653-48.9% | $4,762-60.8% |
| Participant deferral / active EE | $5,279 | $4,845+9.0% | $4,236+24.6% | $5,850-9.8% |
| Admin fee / account holder | $251 | $7,079-96.5% | $5,794-95.7% | $11,596-97.8% |