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 | $278,558 | $183,519+51.8% | $155,509+79.1% | $145,922+90.9% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 12.19% | 61.17%-49.0pp | 64.67%-52.5pp | 561.29%-549.1pp |
| Employer contribution / active EE | $3,432 | $5,313-35.4% | $4,672-26.5% | $4,660-26.3% |
| Participant deferral / active EE | $20,266 | $6,462+213.6% | $5,626+260.2% | $6,688+203.0% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |