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 | $567,438 | $209,411+171.0% | $178,490+217.9% | $158,922+257.1% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 7.81% | 188.75%-180.9pp | 151.07%-143.3pp | 302.83%-295.0pp |
| Employer contribution / active EE | $44,064 | $5,706+672.2% | $5,011+779.4% | $4,761+825.5% |
| Participant deferral / active EE | $3,571 | $5,954-40.0% | $5,202-31.3% | $5,982-40.3% |
| Admin fee / account holder | $21 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |