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 | $361,780 | $153,772+135.3% | $133,980+170.0% | $273,961+32.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.19% | 36.51%-27.3pp | 29.30%-20.1pp | 41.45%-32.3pp |
| Employer contribution / active EE | $3,978 | $6,029-34.0% | $5,211-23.7% | $4,869-18.3% |
| Participant deferral / active EE | $8,886 | $6,958+27.7% | $6,282+41.5% | $5,287+68.1% |
| Admin fee / account holder | $7 | $11,765-99.9% | $9,324-99.9% | $10,132-99.9% |