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 | $325,818 | $95,803+240.1% | $113,168+187.9% | $84,808+284.2% |
| Participation rate | 80.9% | 72.9%+8.0pp | 76.6%+4.3pp | 68.3%+12.5pp |
| Annual return | 15.46% | 25.00%-9.5pp | 24.27%-8.8pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,228 | $2,360-5.6% | $2,975-25.1% | $2,631-15.3% |
| Participant deferral / active EE | $5,179 | $4,242+22.1% | $5,107+1.4% | $4,212+23.0% |
| Admin fee / account holder | $190 | $8,989-97.9% | $12,068-98.4% | $7,344-97.4% |