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 | $348,663 | $153,772+126.7% | $133,980+160.2% | $273,961+27.3% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.1%-7.1pp | 83.0%-3.0pp |
| Annual return | 10.91% | 36.51%-25.6pp | 29.30%-18.4pp | 41.45%-30.5pp |
| Employer contribution / active EE | $14,998 | $6,029+148.8% | $5,211+187.8% | $4,869+208.0% |
| Participant deferral / active EE | $9,720 | $6,958+39.7% | $6,282+54.7% | $5,287+83.8% |
| Admin fee / account holder | $174 | $11,765-98.5% | $9,324-98.1% | $10,132-98.3% |