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 | $463,523 | $226,064+105.0% | $182,532+153.9% | $152,861+203.2% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.0%+5.4pp | 82.4%+0.9pp |
| Annual return | 25.35% | 192.51%-167.2pp | 148.54%-123.2pp | 345.32%-320.0pp |
| Employer contribution / active EE | $2,656 | $4,978-46.7% | $4,076-34.9% | $4,762-44.2% |
| Participant deferral / active EE | $7,716 | $6,368+21.2% | $5,524+39.7% | $5,850+31.9% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |