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 | $373,379 | $167,307+123.2% | $143,757+159.7% | $134,475+177.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 9.01% | 0.46%+8.5pp | -0.04%+9.1pp | 417.96%-409.0pp |
| Employer contribution / active EE | $2,629 | $5,619-53.2% | $4,951-46.9% | $4,740-44.5% |
| Participant deferral / active EE | $10,125 | $6,446+57.1% | $5,637+79.6% | $6,400+58.2% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |