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 7-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 | $284,416 | $106,584+166.8% | $101,326+180.7% | $142,382+99.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 81.5%-1.5pp | 80.1%-0.1pp |
| Annual return | 24.21% | 36.93%-12.7pp | 36.82%-12.6pp | 217.08%-192.9pp |
| Employer contribution / active EE | $6,482 | $3,956+63.8% | $3,665+76.8% | $4,299+50.8% |
| Participant deferral / active EE | $14,016 | $8,297+68.9% | $7,994+75.3% | $6,507+115.4% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |