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 | $365,961 | $238,490+53.4% | $180,183+103.1% | $142,382+157.0% |
| Participation rate | 80.0% | 82.3%-2.3pp | 77.4%+2.6pp | 80.1%-0.1pp |
| Annual return | 12.54% | 33.56%-21.0pp | 27.86%-15.3pp | 217.08%-204.5pp |
| Employer contribution / active EE | $5,083 | $6,143-17.2% | $5,039+0.9% | $4,299+18.2% |
| Participant deferral / active EE | $6,098 | $7,996-23.7% | $6,822-10.6% | $6,507-6.3% |
| Admin fee / account holder | $0 | $28,866-100.0% | $19,975-100.0% | $12,624-100.0% |