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 | $276,854 | $127,386+117.3% | $115,037+140.7% | $125,391+120.8% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | 6.25% | 31.28%-25.0pp | 26.14%-19.9pp | 282.22%-276.0pp |
| Employer contribution / active EE | $3,239 | $5,166-37.3% | $4,608-29.7% | $4,866-33.4% |
| Participant deferral / active EE | $14,019 | $6,423+118.3% | $6,026+132.6% | $5,352+162.0% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |