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 | $443,486 | $135,952+226.2% | $123,892+258.0% | $273,961+61.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.72% | 56.63%-46.9pp | 47.52%-37.8pp | 41.45%-31.7pp |
| Employer contribution / active EE | $4,969 | $5,170-3.9% | $4,617+7.6% | $4,869+2.1% |
| Participant deferral / active EE | $13,088 | $6,343+106.4% | $5,984+118.7% | $5,287+147.6% |
| Admin fee / account holder | $7 | $9,817-99.9% | $8,357-99.9% | $10,132-99.9% |