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 | $311,294 | $135,952+129.0% | $123,892+151.3% | $273,961+13.6% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 4.99% | 56.63%-51.6pp | 47.52%-42.5pp | 41.45%-36.5pp |
| Employer contribution / active EE | $7,275 | $5,170+40.7% | $4,617+57.6% | $4,869+49.4% |
| Participant deferral / active EE | $3,457 | $6,343-45.5% | $5,984-42.2% | $5,287-34.6% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |