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 | $256,841 | $153,772+67.0% | $133,980+91.7% | $273,961-6.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.37% | 36.51%-26.1pp | 29.30%-18.9pp | 41.45%-31.1pp |
| Employer contribution / active EE | $8,825 | $6,029+46.4% | $5,211+69.3% | $4,869+81.3% |
| Participant deferral / active EE | $14,119 | $6,958+102.9% | $6,282+124.7% | $5,287+167.0% |
| Admin fee / account holder | $7 | $11,765-99.9% | $9,324-99.9% | $10,132-99.9% |