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 | $274,937 | $127,065+116.4% | $113,168+142.9% | $142,382+93.1% |
| Participation rate | 71.4% | 79.2%-7.8pp | 76.6%-5.1pp | 80.1%-8.7pp |
| Annual return | 15.35% | 24.03%-8.7pp | 24.27%-8.9pp | 217.08%-201.7pp |
| Employer contribution / active EE | $3,572 | $3,442+3.8% | $2,975+20.1% | $4,299-16.9% |
| Participant deferral / active EE | $13,934 | $5,716+143.8% | $5,107+172.9% | $6,507+114.1% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |