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 | $340,949 | $177,572+92.0% | $154,803+120.2% | $142,382+139.5% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 13.52% | 65.07%-51.5pp | 58.88%-45.4pp | 217.08%-203.6pp |
| Employer contribution / active EE | $3,875 | $4,810-19.4% | $4,305-10.0% | $4,299-9.9% |
| Participant deferral / active EE | $3,875 | $6,272-38.2% | $5,540-30.1% | $6,507-40.5% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |