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 | $347,984 | $87,841+296.2% | $133,980+159.7% | $62,891+453.3% |
| Participation rate | 86.2% | 83.4%+2.8pp | 87.1%-0.9pp | 69.3%+16.9pp |
| Annual return | 0.00% | 12.05%-12.1pp | 29.30%-29.3pp | 20.14%-20.1pp |
| Employer contribution / active EE | $2,324 | $3,483-33.3% | $5,211-55.4% | $2,281+1.9% |
| Participant deferral / active EE | $2,609 | $4,812-45.8% | $6,282-58.5% | $3,203-18.6% |
| Admin fee / account holder | $209 | $5,371-96.1% | $9,324-97.8% | $4,296-95.1% |