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 | $415,666 | $176,056+136.1% | $159,436+160.7% | $167,490+148.2% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 13.34% | 331.75%-318.4pp | 263.57%-250.2pp | 478.56%-465.2pp |
| Employer contribution / active EE | $3,972 | $5,297-25.0% | $4,829-17.8% | $4,837-17.9% |
| Participant deferral / active EE | $11,816 | $7,750+52.5% | $7,352+60.7% | $6,341+86.3% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |