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 | $374,685 | $175,202+113.9% | $149,673+150.3% | $139,434+168.7% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 18.47% | 166.71%-148.2pp | 134.42%-116.0pp | 372.94%-354.5pp |
| Employer contribution / active EE | $7,253 | $5,474+32.5% | $4,818+50.5% | $4,751+52.7% |
| Participant deferral / active EE | $15,080 | $6,519+131.3% | $5,680+165.5% | $6,710+124.7% |
| Admin fee / account holder | $195 | $16,150-98.8% | $13,210-98.5% | $11,403-98.3% |