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 | $380,534 | $228,332+66.7% | $185,823+104.8% | $158,922+139.4% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 13.22% | 40.80%-27.6pp | 35.95%-22.7pp | 302.83%-289.6pp |
| Employer contribution / active EE | $3,195 | $4,967-35.7% | $4,087-21.8% | $4,761-32.9% |
| Participant deferral / active EE | $5,518 | $6,415-14.0% | $5,632-2.0% | $5,982-7.8% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |