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 | $251,335 | $90,503+177.7% | $78,689+219.4% | $273,961-8.3% |
| Participation rate | 90.0% | 76.5%+13.5pp | 73.6%+16.4pp | 83.0%+7.0pp |
| Annual return | 7.27% | 75.60%-68.3pp | 62.18%-54.9pp | 41.45%-34.2pp |
| Employer contribution / active EE | $3,318 | $3,176+4.5% | $2,851+16.4% | $4,869-31.8% |
| Participant deferral / active EE | $8,255 | $3,901+111.6% | $3,517+134.7% | $5,287+56.1% |
| Admin fee / account holder | $80 | $5,263-98.5% | $4,510-98.2% | $10,132-99.2% |