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 | $616,777 | $670,669-8.0% | $646,305-4.6% | $532,464+15.8% |
| Participation rate | 100.0% | 94.1%+5.9pp | 91.9%+8.1pp | 89.6%+10.4pp |
| Annual return | 12.54% | 8.89%+3.6pp | 8.68%+3.9pp | 10.38%+2.2pp |
| Employer contribution / active EE | $30,541 | $23,417+30.4% | $22,738+34.3% | $19,351+57.8% |
| Participant deferral / active EE | $3,000 | $6,069-50.6% | $5,920-49.3% | $11,136-73.1% |
| Admin fee / account holder | $0 | $18,821-100.0% | $18,028-100.0% | $14,894-100.0% |