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 | $533,228 | $111,754+377.1% | $103,333+416.0% | $145,922+265.4% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 9.94% | 24.77%-14.8pp | 24.88%-14.9pp | 561.29%-551.3pp |
| Employer contribution / active EE | $1,613 | $4,212-61.7% | $3,868-58.3% | $4,660-65.4% |
| Participant deferral / active EE | $8,822 | $5,619+57.0% | $5,057+74.4% | $6,688+31.9% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |