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 | $331,478 | $99,341+233.7% | $84,750+291.1% | $273,961+21.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.56% | 22.93%-15.4pp | 22.78%-15.2pp | 41.45%-33.9pp |
| Employer contribution / active EE | $18,110 | $4,214+329.8% | $3,574+406.7% | $4,869+272.0% |
| Participant deferral / active EE | $6,195 | $4,269+45.1% | $3,712+66.9% | $5,287+17.2% |
| Admin fee / account holder | $31 | $6,644-99.5% | $5,332-99.4% | $10,132-99.7% |