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 | $373,336 | $153,772+142.8% | $133,980+178.7% | $273,961+36.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 21.01% | 36.51%-15.5pp | 29.30%-8.3pp | 41.45%-20.4pp |
| Employer contribution / active EE | $8,815 | $6,029+46.2% | $5,211+69.1% | $4,869+81.0% |
| Participant deferral / active EE | $6,286 | $6,958-9.7% | $6,282+0.1% | $5,287+18.9% |
| Admin fee / account holder | $43 | $11,765-99.6% | $9,324-99.5% | $10,132-99.6% |