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 | $487,233 | $135,952+258.4% | $123,892+293.3% | $273,961+77.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.90% | 56.63%-49.7pp | 47.52%-40.6pp | 41.45%-34.5pp |
| Employer contribution / active EE | $20,578 | $5,170+298.0% | $4,617+345.7% | $4,869+322.7% |
| Participant deferral / active EE | $10,841 | $6,343+70.9% | $5,984+81.2% | $5,287+105.0% |
| Admin fee / account holder | $165 | $9,817-98.3% | $8,357-98.0% | $10,132-98.4% |