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 | $316,426 | $135,952+132.7% | $123,892+155.4% | $273,961+15.5% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 23.09% | 56.63%-33.5pp | 47.52%-24.4pp | 41.45%-18.4pp |
| Employer contribution / active EE | $1,129 | $5,170-78.2% | $4,617-75.5% | $4,869-76.8% |
| Participant deferral / active EE | $7,799 | $6,343+23.0% | $5,984+30.3% | $5,287+47.5% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |