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 | $329,760 | $226,064+45.9% | $182,532+80.7% | $152,861+115.7% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.0%+2.0pp | 82.4%-2.4pp |
| Annual return | 19.07% | 192.51%-173.4pp | 148.54%-129.5pp | 345.32%-326.2pp |
| Employer contribution / active EE | $2,665 | $4,978-46.5% | $4,076-34.6% | $4,762-44.0% |
| Participant deferral / active EE | $8,629 | $6,368+35.5% | $5,524+56.2% | $5,850+47.5% |
| Admin fee / account holder | $19 | $10,703-99.8% | $8,592-99.8% | $11,596-99.8% |