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 | $255,809 | $135,952+88.2% | $123,892+106.5% | $273,961-6.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.72% | 56.63%-45.9pp | 47.52%-36.8pp | 41.45%-30.7pp |
| Employer contribution / active EE | $10,425 | $5,170+101.7% | $4,617+125.8% | $4,869+114.1% |
| Participant deferral / active EE | $18,000 | $6,343+183.8% | $5,984+200.8% | $5,287+240.5% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |