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 | $437,711 | $165,335+164.7% | $149,696+192.4% | $158,922+175.4% |
| Participation rate | 84.6% | 84.6%0pp | 82.5%+2.1pp | 82.0%+2.7pp |
| Annual return | 12.63% | 348.15%-335.5pp | 276.60%-264.0pp | 302.83%-290.2pp |
| Employer contribution / active EE | $3,963 | $5,103-22.3% | $4,644-14.7% | $4,761-16.8% |
| Participant deferral / active EE | $7,109 | $7,181-1.0% | $6,842+3.9% | $5,982+18.8% |
| Admin fee / account holder | -$750 | $10,807-106.9% | $9,309-108.1% | $11,246-106.7% |