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 | $281,439 | $99,341+183.3% | $84,750+232.1% | $273,961+2.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.54% | 22.93%-18.4pp | 22.78%-18.2pp | 41.45%-36.9pp |
| Employer contribution / active EE | $12,343 | $4,214+192.9% | $3,574+245.3% | $4,869+153.5% |
| Participant deferral / active EE | $6,916 | $4,269+62.0% | $3,712+86.3% | $5,287+30.8% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |