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 | $573,610 | $179,726+219.2% | $156,263+267.1% | $142,382+302.9% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 20.31% | 77.86%-57.5pp | 59.47%-39.2pp | 217.08%-196.8pp |
| Employer contribution / active EE | $23,700 | $5,069+367.5% | $4,333+447.0% | $4,299+451.3% |
| Participant deferral / active EE | $16,888 | $6,956+142.8% | $6,158+174.2% | $6,507+159.5% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |