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 | $369,231 | $181,894+103.0% | $156,549+135.9% | $273,961+34.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.62% | 30.74%-22.1pp | 32.23%-23.6pp | 41.45%-32.8pp |
| Employer contribution / active EE | $10,171 | $6,248+62.8% | $5,501+84.9% | $4,869+108.9% |
| Participant deferral / active EE | $6,125 | $5,550+10.4% | $4,871+25.7% | $5,287+15.8% |
| Admin fee / account holder | $80 | $15,559-99.5% | $13,027-99.4% | $10,132-99.2% |