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 | $478,508 | $201,272+137.7% | $184,203+159.8% | $145,922+227.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 40.04% | 29.00%+11.0pp | 28.81%+11.2pp | 561.29%-521.2pp |
| Employer contribution / active EE | $4,164 | $7,022-40.7% | $6,427-35.2% | $4,660-10.6% |
| Participant deferral / active EE | $9,560 | $9,806-2.5% | $9,131+4.7% | $6,688+42.9% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |