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 | $272,092 | $181,894+49.6% | $156,549+73.8% | $273,961-0.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.44% | 30.74%-25.3pp | 32.23%-26.8pp | 41.45%-36.0pp |
| Employer contribution / active EE | $13,819 | $6,248+121.2% | $5,501+151.2% | $4,869+183.8% |
| Participant deferral / active EE | $7,198 | $5,550+29.7% | $4,871+47.8% | $5,287+36.1% |
| Admin fee / account holder | $17 | $15,559-99.9% | $13,027-99.9% | $10,132-99.8% |