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 | $602,741 | $175,202+244.0% | $149,673+302.7% | $139,434+332.3% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 17.32% | 166.71%-149.4pp | 134.42%-117.1pp | 372.94%-355.6pp |
| Employer contribution / active EE | $24,917 | $5,474+355.2% | $4,818+417.2% | $4,751+424.5% |
| Participant deferral / active EE | $18,000 | $6,519+176.1% | $5,680+216.9% | $6,710+168.2% |
| Admin fee / account holder | $151 | $16,150-99.1% | $13,210-98.9% | $11,403-98.7% |