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 7-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 | $305,784 | $227,553+34.4% | $189,557+61.3% | $167,490+82.6% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.4%+1.6pp | 82.1%-2.1pp |
| Annual return | 11.35% | 78.40%-67.0pp | 64.17%-52.8pp | 478.56%-467.2pp |
| Employer contribution / active EE | $1,570 | $5,316-70.5% | $4,412-64.4% | $4,837-67.5% |
| Participant deferral / active EE | $10,969 | $7,002+56.6% | $6,174+77.7% | $6,341+73.0% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |