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 | $281,827 | $135,952+107.3% | $123,892+127.5% | $273,961+2.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.91% | 56.63%-46.7pp | 47.52%-37.6pp | 41.45%-31.5pp |
| Employer contribution / active EE | $3,947 | $5,170-23.6% | $4,617-14.5% | $4,869-18.9% |
| Participant deferral / active EE | $9,881 | $6,343+55.8% | $5,984+65.1% | $5,287+86.9% |
| Admin fee / account holder | $150 | $9,817-98.5% | $8,357-98.2% | $10,132-98.5% |