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 5-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 | $300,318 | $154,228+94.7% | $145,433+106.5% | $137,256+118.8% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 21.40% | 74.59%-53.2pp | 66.58%-45.2pp | 220.34%-198.9pp |
| Employer contribution / active EE | $7,149 | $4,804+48.8% | $4,554+57.0% | $4,156+72.0% |
| Participant deferral / active EE | $22,190 | $8,216+170.1% | $7,897+181.0% | $6,407+246.3% |
| Admin fee / account holder | $282 | $14,344-98.0% | $13,129-97.9% | $12,270-97.7% |