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 | $257,549 | $228,332+12.8% | $185,823+38.6% | $158,922+62.1% |
| Participation rate | 82.4% | 82.3%+0.1pp | 78.0%+4.3pp | 82.0%+0.4pp |
| Annual return | 18.27% | 40.80%-22.5pp | 35.95%-17.7pp | 302.83%-284.6pp |
| Employer contribution / active EE | $3,802 | $4,967-23.4% | $4,087-7.0% | $4,761-20.1% |
| Participant deferral / active EE | $8,465 | $6,415+32.0% | $5,632+50.3% | $5,982+41.5% |
| Admin fee / account holder | $265 | $11,864-97.8% | $9,500-97.2% | $11,246-97.6% |