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 | $303,178 | $108,912+178.4% | $100,383+202.0% | $145,959+107.7% |
| Participation rate | 80.0% | 83.0%-3.0pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 20.50% | 57.96%-37.5pp | 49.26%-28.8pp | 561.95%-541.5pp |
| Employer contribution / active EE | $4,646 | $4,423+5.1% | $3,944+17.8% | $4,661-0.3% |
| Participant deferral / active EE | $13,999 | $8,451+65.7% | $8,086+73.1% | $6,689+109.3% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,900-100.0% | $13,398-100.0% |