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 4-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 | $413,019 | $202,432+104.0% | $169,368+143.9% | $139,434+196.2% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 22.40% | 531.74%-509.3pp | 405.60%-383.2pp | 372.94%-350.5pp |
| Employer contribution / active EE | $2,037 | $4,692-56.6% | $4,013-49.2% | $4,751-57.1% |
| Participant deferral / active EE | $12,309 | $6,938+77.4% | $6,221+97.8% | $6,710+83.4% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |