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 | $329,616 | $96,965+239.9% | $97,995+236.4% | $147,584+123.3% |
| Participation rate | 71.4% | 83.6%-12.2pp | 82.4%-11.0pp | 82.8%-11.4pp |
| Annual return | 16.46% | 24.11%-7.7pp | 23.94%-7.5pp | 578.55%-562.1pp |
| Employer contribution / active EE | $1,158 | $4,536-74.5% | $4,158-72.1% | $4,876-76.2% |
| Participant deferral / active EE | $6,783 | $5,081+33.5% | $5,097+33.1% | $5,439+24.7% |
| Admin fee / account holder | $0 | $8,120-100.0% | $5,943-100.0% | $10,885-100.0% |