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 | $609,444 | $153,772+296.3% | $133,980+354.9% | $273,961+122.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.65% | 36.51%-30.9pp | 29.30%-23.6pp | 41.45%-35.8pp |
| Employer contribution / active EE | $12,607 | $6,029+109.1% | $5,211+141.9% | $4,869+158.9% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $105 | $11,765-99.1% | $9,324-98.9% | $10,132-99.0% |