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 | $267,122 | $123,793+115.8% | $177,821+50.2% | $79,858+234.5% |
| Participation rate | 93.0% | 84.7%+8.4pp | 87.7%+5.3pp | 69.6%+23.4pp |
| Annual return | 17.78% | 22.82%-5.0pp | 48.32%-30.5pp | 31.71%-13.9pp |
| Employer contribution / active EE | $3,788 | $4,095-7.5% | $5,918-36.0% | $2,471+53.3% |
| Participant deferral / active EE | $15,221 | $5,956+155.5% | $7,714+97.3% | $3,740+307.0% |
| Admin fee / account holder | $75 | $7,243-99.0% | $12,427-99.4% | $5,306-98.6% |