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 | $341,899 | $181,894+88.0% | $156,549+118.4% | $273,961+24.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.36% | 30.74%-23.4pp | 32.23%-24.9pp | 41.45%-34.1pp |
| Employer contribution / active EE | $3,156 | $6,248-49.5% | $5,501-42.6% | $4,869-35.2% |
| Participant deferral / active EE | $9,954 | $5,550+79.4% | $4,871+104.3% | $5,287+88.3% |
| Admin fee / account holder | $56 | $15,559-99.6% | $13,027-99.6% | $10,132-99.4% |