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 | $263,318 | $153,772+71.2% | $133,980+96.5% | $273,961-3.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.97% | 36.51%-30.5pp | 29.30%-23.3pp | 41.45%-35.5pp |
| Employer contribution / active EE | $7,500 | $6,029+24.4% | $5,211+43.9% | $4,869+54.0% |
| Participant deferral / active EE | $20,363 | $6,958+192.6% | $6,282+224.1% | $5,287+285.1% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |