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 | $297,678 | $181,894+63.7% | $156,549+90.2% | $273,961+8.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.89% | 30.74%-25.8pp | 32.23%-27.3pp | 41.45%-36.6pp |
| Employer contribution / active EE | $13,654 | $6,248+118.5% | $5,501+148.2% | $4,869+180.4% |
| Participant deferral / active EE | $11,127 | $5,550+100.5% | $4,871+128.4% | $5,287+110.5% |
| Admin fee / account holder | $36 | $15,559-99.8% | $13,027-99.7% | $10,132-99.6% |