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 | $310,017 | $175,202+76.9% | $149,673+107.1% | $139,434+122.3% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 12.17% | 166.71%-154.5pp | 134.42%-122.2pp | 372.94%-360.8pp |
| Employer contribution / active EE | $1,494 | $5,474-72.7% | $4,818-69.0% | $4,751-68.6% |
| Participant deferral / active EE | $7,800 | $6,519+19.7% | $5,680+37.3% | $6,710+16.2% |
| Admin fee / account holder | $248 | $16,150-98.5% | $13,210-98.1% | $11,403-97.8% |