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 | $815,837 | $228,332+257.3% | $185,823+339.0% | $158,922+413.4% |
| Participation rate | 70.0% | 82.3%-12.3pp | 78.0%-8.0pp | 82.0%-12.0pp |
| Annual return | 27.64% | 40.80%-13.2pp | 35.95%-8.3pp | 302.83%-275.2pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $6,415-100.0% | $5,632-100.0% | $5,982-100.0% |
| Admin fee / account holder | $92 | $11,864-99.2% | $9,500-99.0% | $11,246-99.2% |