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 | $611,559 | $214,378+185.3% | $200,582+204.9% | $142,382+329.5% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 13.46% | 46.41%-32.9pp | 42.33%-28.9pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,964 | $6,841-71.3% | $6,419-69.4% | $4,299-54.3% |
| Participant deferral / active EE | $6,430 | $9,865-34.8% | $9,331-31.1% | $6,507-1.2% |
| Admin fee / account holder | $5 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |