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 8-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 | $314,828 | $114,381+175.2% | $107,525+192.8% | $142,382+121.1% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 21.27% | 242.71%-221.4pp | 181.32%-160.1pp | 217.08%-195.8pp |
| Employer contribution / active EE | $3,360 | $4,015-16.3% | $3,754-10.5% | $4,299-21.8% |
| Participant deferral / active EE | $10,900 | $5,564+95.9% | $5,116+113.1% | $6,507+67.5% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |