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 | $622,416 | $154,228+303.6% | $145,433+328.0% | $137,256+353.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.73% | 74.59%-61.9pp | 66.58%-53.9pp | 220.34%-207.6pp |
| Employer contribution / active EE | $2,583 | $4,804-46.2% | $4,554-43.3% | $4,156-37.8% |
| Participant deferral / active EE | $17,577 | $8,216+113.9% | $7,897+122.6% | $6,407+174.4% |
| Admin fee / account holder | $6 | $14,344-100.0% | $13,129-100.0% | $12,270-99.9% |