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 | $526,090 | $138,347+280.3% | $184,203+185.6% | $80,856+550.6% |
| Participation rate | 78.8% | 83.9%-5.1pp | 86.8%-8.0pp | 67.6%+11.1pp |
| Annual return | 14.42% | 20.02%-5.6pp | 28.81%-14.4pp | 35.59%-21.2pp |
| Employer contribution / active EE | $12,282 | $4,850+153.2% | $6,427+91.1% | $2,755+345.8% |
| Participant deferral / active EE | $8,823 | $7,071+24.8% | $9,131-3.4% | $4,296+105.4% |
| Admin fee / account holder | $67 | $10,483-99.4% | $13,901-99.5% | $6,918-99.0% |