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 8-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 | $509,788 | $211,958+140.5% | $169,463+200.8% | $135,375+276.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 8.58% | 3.26%+5.3pp | 1.83%+6.7pp | 519.73%-511.2pp |
| Employer contribution / active EE | $0 | $5,120-100.0% | $4,159-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $20,500 | $6,075+237.4% | $5,277+288.5% | $5,609+265.5% |
| Admin fee / account holder | $13 | $11,471-99.9% | $9,109-99.9% | $10,827-99.9% |