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 | $381,186 | $132,239+188.3% | $105,722+260.6% | $273,961+39.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 5.02% | 10.07%-5.0pp | 12.25%-7.2pp | 41.45%-36.4pp |
| Employer contribution / active EE | $50,013 | $4,867+927.7% | $4,079+1126.1% | $4,869+927.2% |
| Participant deferral / active EE | $0 | $6,233-100.0% | $5,326-100.0% | $5,287-100.0% |
| Admin fee / account holder | $52 | $12,032-99.6% | $8,308-99.4% | $10,132-99.5% |