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 | $288,616 | $153,772+87.7% | $133,980+115.4% | $273,961+5.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.54% | 36.51%-26.0pp | 29.30%-18.8pp | 41.45%-30.9pp |
| Employer contribution / active EE | $6,039 | $6,029+0.2% | $5,211+15.9% | $4,869+24.0% |
| Participant deferral / active EE | $9,875 | $6,958+41.9% | $6,282+57.2% | $5,287+86.8% |
| Admin fee / account holder | $52 | $11,765-99.6% | $9,324-99.4% | $10,132-99.5% |