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 | $527,262 | $140,578+275.1% | $100,671+423.7% | $125,391+320.5% |
| Participation rate | 75.0% | 80.4%-5.4pp | 70.7%+4.3pp | 83.2%-8.2pp |
| Annual return | 1.30% | 24.67%-23.4pp | 20.43%-19.1pp | 282.22%-280.9pp |
| Employer contribution / active EE | $5,116 | $5,965-14.2% | $4,012+27.5% | $4,866+5.1% |
| Participant deferral / active EE | $6,000 | $3,981+50.7% | $3,144+90.9% | $5,352+12.1% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,540-100.0% |