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 | $269,541 | $177,572+51.8% | $154,803+74.1% | $142,382+89.3% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 29.00% | 65.07%-36.1pp | 58.88%-29.9pp | 217.08%-188.1pp |
| Employer contribution / active EE | $5,248 | $4,810+9.1% | $4,305+21.9% | $4,299+22.1% |
| Participant deferral / active EE | $4,043 | $6,272-35.5% | $5,540-27.0% | $6,507-37.9% |
| Admin fee / account holder | $30 | $16,786-99.8% | $14,329-99.8% | $12,624-99.8% |