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 | $318,795 | $209,411+52.2% | $178,490+78.6% | $158,922+100.6% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 30.64% | 188.75%-158.1pp | 151.07%-120.4pp | 302.83%-272.2pp |
| Employer contribution / active EE | $2,914 | $5,706-48.9% | $5,011-41.8% | $4,761-38.8% |
| Participant deferral / active EE | $9,659 | $5,954+62.2% | $5,202+85.7% | $5,982+61.5% |
| Admin fee / account holder | $15 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |