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 | $307,468 | $135,952+126.2% | $123,892+148.2% | $273,961+12.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.99% | 56.63%-50.6pp | 47.52%-41.5pp | 41.45%-35.5pp |
| Employer contribution / active EE | $6,753 | $5,170+30.6% | $4,617+46.3% | $4,869+38.7% |
| Participant deferral / active EE | $12,222 | $6,343+92.7% | $5,984+104.2% | $5,287+131.2% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |