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 | $348,566 | $183,963+89.5% | $162,163+114.9% | $152,861+128.0% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.6%+6.2pp | 82.4%+11.3pp |
| Annual return | 23.25% | 150.76%-127.5pp | 115.59%-92.3pp | 345.32%-322.1pp |
| Employer contribution / active EE | $5,601 | $6,371-12.1% | $5,614-0.2% | $4,762+17.6% |
| Participant deferral / active EE | $19,318 | $8,034+140.5% | $7,298+164.7% | $5,850+230.2% |
| Admin fee / account holder | $297 | $13,121-97.7% | $10,843-97.3% | $11,596-97.4% |