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 | $276,000 | $181,894+51.7% | $156,549+76.3% | $273,961+0.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.85% | 30.74%-22.9pp | 32.23%-24.4pp | 41.45%-33.6pp |
| Employer contribution / active EE | $5,412 | $6,248-13.4% | $5,501-1.6% | $4,869+11.2% |
| Participant deferral / active EE | $5,903 | $5,550+6.4% | $4,871+21.2% | $5,287+11.6% |
| Admin fee / account holder | $155 | $15,559-99.0% | $13,027-98.8% | $10,132-98.5% |