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 | $269,542 | $89,698+200.5% | $103,476+160.5% | $80,856+233.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.5%+19.5pp | 67.6%+32.4pp |
| Annual return | 16.07% | 22.78%-6.7pp | 23.90%-7.8pp | 35.59%-19.5pp |
| Employer contribution / active EE | $18,112 | $4,018+350.8% | $4,672+287.7% | $2,755+557.5% |
| Participant deferral / active EE | $2,929 | $5,456-46.3% | $6,623-55.8% | $4,296-31.8% |
| Admin fee / account holder | $14 | $6,768-99.8% | $9,413-99.9% | $6,918-99.8% |