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 | $347,753 | $190,805+82.3% | $159,960+117.4% | $134,475+158.6% |
| Participation rate | 77.8% | 81.9%-4.2pp | 78.0%-0.2pp | 81.2%-3.4pp |
| Annual return | -15.95% | 552.23%-568.2pp | 408.60%-424.6pp | 417.96%-433.9pp |
| Employer contribution / active EE | $1,626 | $4,995-67.4% | $4,226-61.5% | $4,740-65.7% |
| Participant deferral / active EE | $11,851 | $6,923+71.2% | $6,182+91.7% | $6,400+85.2% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |