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 | $265,565 | $181,894+46.0% | $156,549+69.6% | $273,961-3.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.74% | 30.74%-20.0pp | 32.23%-21.5pp | 41.45%-30.7pp |
| Employer contribution / active EE | $4,037 | $6,248-35.4% | $5,501-26.6% | $4,869-17.1% |
| Participant deferral / active EE | $3,439 | $5,550-38.0% | $4,871-29.4% | $5,287-34.9% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |