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 | $515,273 | $154,117+234.3% | $129,995+296.4% | $139,434+269.5% |
| Participation rate | 87.0% | 82.0%+5.0pp | 78.5%+8.5pp | 80.3%+6.6pp |
| Annual return | 14.92% | 32.48%-17.6pp | -137.18%+152.1pp | 372.94%-358.0pp |
| Employer contribution / active EE | $5,632 | $5,289+6.5% | $4,320+30.4% | $4,751+18.5% |
| Participant deferral / active EE | $9,976 | $6,710+48.7% | $5,820+71.4% | $6,710+48.7% |
| Admin fee / account holder | $295 | $14,007-97.9% | $10,614-97.2% | $11,403-97.4% |