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 | $334,193 | $99,341+236.4% | $84,750+294.3% | $273,961+22.0% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 7.85% | 22.93%-15.1pp | 22.78%-14.9pp | 41.45%-33.6pp |
| Employer contribution / active EE | $20,689 | $4,214+391.0% | $3,574+478.8% | $4,869+324.9% |
| Participant deferral / active EE | $3,616 | $4,269-15.3% | $3,712-2.6% | $5,287-31.6% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |