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 | $280,611 | $92,222+204.3% | $76,768+265.5% | $135,375+107.3% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | 14.51% | 5.46%+9.0pp | 2.43%+12.1pp | 519.73%-505.2pp |
| Employer contribution / active EE | $1,724 | $3,216-46.4% | $2,485-30.6% | $4,779-63.9% |
| Participant deferral / active EE | $6,970 | $4,509+54.6% | $3,852+81.0% | $5,609+24.3% |
| Admin fee / account holder | $58 | $10,748-99.5% | $6,675-99.1% | $10,827-99.5% |