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 | $380,913 | $215,361+76.9% | $171,082+122.6% | $273,961+39.0% |
| Participation rate | 86.7% | 82.0%+4.6pp | 76.7%+10.0pp | 83.0%+3.7pp |
| Annual return | 5.10% | 25.14%-20.0pp | 32.56%-27.5pp | 41.45%-36.4pp |
| Employer contribution / active EE | $855 | $4,967-82.8% | $4,002-78.6% | $4,869-82.4% |
| Participant deferral / active EE | $10,273 | $5,543+85.3% | $4,797+114.1% | $5,287+94.3% |
| Admin fee / account holder | $219 | $10,846-98.0% | $8,520-97.4% | $10,132-97.8% |