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 | $291,935 | $65,685+344.4% | $57,179+410.6% | $273,961+6.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 11.64% | 21.99%-10.3pp | 14.59%-2.9pp | 41.45%-29.8pp |
| Employer contribution / active EE | $5,050 | $3,279+54.0% | $2,682+88.3% | $4,869+3.7% |
| Participant deferral / active EE | $14,650 | $3,782+287.4% | $3,096+373.2% | $5,287+177.1% |
| Admin fee / account holder | $117 | $4,835-97.6% | $3,139-96.3% | $10,132-98.9% |