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 | $379,620 | $153,772+146.9% | $133,980+183.3% | $273,961+38.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.03% | 36.51%-28.5pp | 29.30%-21.3pp | 41.45%-33.4pp |
| Employer contribution / active EE | $35,200 | $6,029+483.9% | $5,211+575.4% | $4,869+623.0% |
| Participant deferral / active EE | $7,200 | $6,958+3.5% | $6,282+14.6% | $5,287+36.2% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |